I value honesty and transparency.
Let’s have a real conversation about where you are and where you want to be.
YOUR FINANCIAL NEEDS ARE DEPENDENT ON YOUR LIFE.
Wherever you are in life, I don’t tell you what we are doing, I educate you on why we are making these decisions together.
Become confident in your financial success:
Full Financial Planning
During our meetings together, I will help uncover how you truly want to spend your time, money, energy and attention. You’ll gain confidence with an actionable plan and a holistic 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 will have six meetings over the next 2 months
Exploration, Aspirations, and Strategy
My primary focus is to get to know you and what you truly need to enjoy a fulfilled life.
Review and Visualize
Together we will review your current financial status and visualize your potential future.
We will review all recommendations together and discuss an action plan.
Review portfolio recommendations, specific trades, and any final questions
Like the Full Financial Planning meetings, we will ensure we are a good fit, but after our closing meeting, you and I will implement the plan together. I become an accountability partner for action items, continuously providing accessibility, support, and advice.
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)
Quarterly 2-hour meetings
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.