Our first interaction will be during a complimentary 30-minute conversation, where we explore your current situation and your vision for your future. Once we’ve mutually agreed to work together, we get started on helping you build a better financial future. You’ll also have ongoing support in between meetings throughout the year.
A 60-90 minute Initial Discovery Meeting via video conferencing. The discovery call is all about you, and how we can start to build you a better financial future. During the call we will explore deeper into your goals. We will take a look at where you are today and what you want to accomplish in the future.
The next time we meet, we will present you with a comprehensive financial plan based on your financial history, where you stand today, and what your financial goals are for tomorrow. The recommendation is customized to help you pursue your financial goals. Your plan will include a detailed action list that I will help you implement into your day-to-day life.
Life will happen. That’s why we have quarterly or semi-annual check-in meetings during the year to ensure that your financial plan is still working for you and your goals. These virtual meetings can be as needed or if a major life event occurs. Additionally, you’ll also have access to phone and email support in between meetings.
No fancy jargon, get financialplanning in simple terms.
Get clarity around your money with clear actionable steps.
Life will happen, get ongoing support throughout the entire year and as life events occur.
I don’t sell any products. As a Fee-Only advisor, my compensation comes directly from my clients in an easy to understand & transparent fee schedule.
A fancy word for stating that I will always uphold your interests and needs first.
Unlike “traditional” financial planners, you don’t need to have a large sum of money to invest in order for us to work together.
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