Process

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

Step 1

Complimentary Introductory Meeting

30 Minutes

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.


Step 2

Plan Design Meeting

1 Hour

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.


Step 3

Plan Delivery Meeting

1 Hour

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

Step 4

Plan Execution

Semi-annual meetings
Quarterly check-ins
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.


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