How It Works
Custom-created financial plans and personalized support for all your money goals that dial up the returns and dial down the uncertainty.
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Financial Planning for All Stages of Your Life
To be secure in your financial future and accomplish the goals you’ve set for yourself, you’re looking for much more than just investment advice. A financial planner is able to hear your goals, look at your current financial picture, and create a comprehensive financial plan that guides you past mistakes and hiccups that could cost you time and money.
Working with a financial fiduciary who can escort you through the steps and help you invest your money responsibly will allow you to be secure in your financial life — now and in the future.
The Financial Planning Process
I view financial planning as a partnership — a two-way street — where I provide guidance and expertise while asking for your significant input regarding your goals and overall lifestyle. At the end of the day, I want to create a financial plan that meets your needs, not what I think your needs are!
We’ll be together like bubbles in Diet Coke for the first couple of months of our relationship to create a strong foundation for your financial plan. Plan to commit to around 5-6 hours of time over the first couple of months. After that, we will meet quarterly to review your plan and ensure you’re on the right track.
Here’s What Our Time Together Will Look Like
While every financial plan is custom to you and your unique desires, the process will follow these steps.
Getting to Know You
I start by getting to know you and understanding your unique goals which will drive the entire planning process.
Goal Setting & Info Gathering
I collect all information regarding your current assets/liabilities. How we achieve your goals depends on your unique financial situation.
Plan Creation
This is a dynamic process where I take all of the information that I have gathered and create a detailed plan for you based on your unique goals and circumstances.
Plan Input
We’ll look at your plan together to ensure all of your goals are included and adjust accordingly, if necessary.
Ongoing Monitoring
After the plan is delivered, we’ll still be in touch! We’ll review your goals quarterly and you can reach out to me anytime as financial questions arise
Review & Revise
Your plan will change as life changes. We’ll perform an annual review as well as revise as things come up so your plan will continue to fit your needs and goals.
