I value honesty and transparency.
Let’s have a real conversation about where you are and where you want to be.
UNDERSTAND YOUR FINANCIAL FUTURE
Wherever you are in life, I don’t tell you what to do. I educate you on why we are making these decisions together.
Be confident in your financial success
Full Financial Planning
I will help uncover how you truly want to spend your time, money, energy and attention. You’ll gain confidence with a financial action plan and a complete view of your financial opportunities.
this service includes:
Detailed exploration of each budget category.
Review of each account and debt management strategies (pay-down strategies).
Drill-down into each potential tax-saving strategy.
Review of your emergency fund needs.
Analysis of each type of insurance to ensure it is the best fit.
Detailed planning for cost of education.
A detailed look into your current savings and goals for retirement. Includes future projections.
A detailed review of investments and asset allocation.
Review of any necessary estate planning goals.
We'll enjoy the process together
Exploration, Goals and Aspirations
I want to know you and what you truly need to enjoy a wonderful, fulfilled life.
Visualize Future Scenarios
Let's review your current financial situation and visualize your potential future.
We'll go over all the recommendations together and discuss the action plan.
Implementation and Monitoring
It only counts if you take action! Let's discuss the steps and monitor for success.
Accountability (OnGoing Financial Planning)
We typically start with the Full Financial Planning service above, but some clients enjoy (ongoing) support of a trusted partner. I prioritize and track action items, monitor investments and provide information and advice through a defined yearly cadence. Enjoy comfort and gain confidence that nothing is missed.
In addition to everything in the One-Time plan, this service also includes:
$8,400 / year + $1,200 for each $1m in Net Worth
(i.e. if your Net Worth is $2.5m it’s: $8,400 + $2,400 = $10,800 / year)
*At no point will the Portfolio Management fee charged to the client exceed 3% of assets under management.
We start the year updating your Net Worth and setting up new savings goals for the coming year. We also prepare for tax filing.
Let's get together to review how the year is shaping up and what is new with you and your family. We update the future plan and do a portfolio review.
This is a great time to enjoy life, so I'm not going to interrupt yours! I monitor the markets and your unique plan to ensure we stay on track. Got a question, get in touch!
We meet to review your fun summer and get ready for year-end tasks. Now is the time to implement any last-minute tax planning strategies and adjust for unknowns that occurred during the year.
$420 / Hour