Before taking any action, define your goals and plan.
Understand WHERE you are today
Define WHAT your goals are and the life you want to achieve
Create a plan for HOW you will achieve your goals
Complimentary Introductory Meeting
In our first call, we will get to know each other, discuss your top priorities, learn about how I can help, and determine if we are a good fit for each other.
If we decide not to work together, I will connect you with other planners from my network who may be a good fit.
Plan Design Meeting
Once we start working together, I will request various documents to be uploaded to my secure client portal.
Our Design Meeting will focus on understanding your personal values, help define your financial and life goals, and understand your unique needs.
Plan Delivery Meeting
After analyzing your financial information and creating a plan, I will present my recommendations and we will mutually agree on the Action Plan. These will include:
- Banking structure and savings plan
- Credit optimization strategy
- Home/ Auto/ Umbrella insurance review
- Review of all your investment accounts (including employer retirement plans)
- Action items to address your unique situation
Unlimited email & phone support
Your life is constantly evolving- so should your financial plan.
In addition to periodic updates to your goals, I will check-in with you to help keep you accountable and ensure that you stay on the right track.
Whether you decide to purchase a new car, get laid off from work, or are interested in improving your financial literacy, I am available by email or phone to answer your questions.