CLIENT EXPERIENCE

1) Complimentary Intro Session

This is our introductory meeting. We will get to know each other, discuss financial concerns, define goals and determine the best course of action. This is a 30-45 minute complimentary session to make sure we have the right ‘chemistry’ and are on the same page to move forward!

Once we agree to move forward: ONBOARDING!

2) Schedule 2-3 Strategy Sessions (60-90 mins)

These sessions take us deep into your financial picture, gathering information to get a more detailed understanding of your risk tolerance, experience/comfort level with investing, your spending, saving and investing habits, goals and challenges.  We’ll identify ‘low-hanging fruit’ changes we can implement right away, such as consolidating old retirement accounts, defining family and business protections needs, reviewing household spending, as well as defining long-term needs.

3) Implementation

Once we have mapped out your financial picture, including assets, income, debt and goals, I will work with you to implement the actions we discuss at the strategy sessions. including developing a spending plan and start investing savings. We will review all actions along the way to ensure they are aligned with your overall financial picture and goals, and make adjustments when necessary. Communication is key!

4) Annual Review (45-60 mins)

We will meet to recap the year, update your asset map, and think ahead for the next few months. Based on our on-going discussions, I will provide a comprehensive picture of your finances via Asset Map, as well as cash flow projections, which we will review and update periodically.

*** AFTER THE INITIAL ONBOARDING AND STRATEGY SESSIONS, I MEET WITH CLIENTS 2-3 TIMES PER YEAR OR AS NEEDED.

 INVESTMENT MANAGEMENT & FINANCIAL PLANING FEES

I provide investment management, comprehensive financial planning and financial education and counseling.  I do not require an account minimum so that anyone who is motivated to take control of their finances and work with me can absolutely do so!  My annual financial planning fee is based on levels of need, complexity, and engagement.