Comprehensive Financial Planning

What to Expect

1. Complimentary Vision Meeting (60-90 minutes): We'll start with a free, in-depth conversation where I'll listen closely to your values and goals. We'll explore questions like:

• What's truly important about money to you?

• What do you want to accomplish that requires money and planning?

  As we talk, I'll help you articulate your financial vision and prioritize your key objectives. Following this meeting, I'll provide a quote for your annual fee, tailored to your specific situation.

  2. Collaborative Planning & Regular Check-ins: If you decide to work together, we'll meet quarterly, typically starting a few weeks after our initial conversation. I'll assess your complete financial picture and build a personalized financial plan. This plan will clearly outline your values, goals, and actionable next steps, all designed to help you achieve your goals.

We use eMoney Advisor, a secure online platform that serves as our collaborative workspace. It safely stores your financial documents, aggregates information from all your accounts, and helps us track your progress toward your goals in real-time.

3. Ongoing Support: While quarterly meetings are scheduled, you can always reach out or schedule additional meetings anytime to discuss updates, new concerns, or anything else you need between our planned sessions.

You can schedule meetings in person, by phone, or via Google Meet. Simply email me or access my calendar by clicking here.