Each financial planning engagement is customized to a particular client's needs and goals. Topics covered often include the following:
- Introductory Call - The financial planning process starts with a free 30 minute call that allows us to get to know each other better. We'll discuss your financial situation, goals and objectives, and the ways we can work together.
- Financial Planning Packages - Based on our initial call, we'll jointly determine the best way for us to work together. We offer two financial planning packages:
Quick Start Planning
Overview: Comprehensive planning provides a full and thorough review of your finances. This package could be structured as a one-time or an ongoing engagement, depending on your needs.
Overview: Quick start planning is a one-time session that addresses your most pressing financial topics.
- 1.5 hour meeting to discuss questions and goals
- Follow-up email with recommendations and an action plan
- 2 hour discovery meeting
- 2 hour plan delivery meeting
- Comprehensive financial plan
- Client dashboard*
- Semi-annual meetings*
- Unlimited email support*
- Proactive guidance*
Pricing: $1,000-5,000 upfront; $100-500 ongoing*
*Ongoing clients only
MY FINANCIAL PLANNING PHILOSOPHY
A good plan starts with understanding your goals.
At the heart of a solid financial plan is knowing where you are today and where you want to go.
Financial planning is about much more than just investing.
Investing is just one of the many tools available to help you reach your goals and is often over-emphasized.
Everything is connected.
One financial decision often affects every other aspect of your financial life. When I work with you, I take into account all facets of a decision to determine if it's truly the best move for your entire financial life.
Taxes and fees can materially impact your net investment return. I take special care to help you minimize these costs.
Regardless of how much you make, your spending is also important.
While increasing money coming in (e.g., salary) matters, keeping a good handle on how much is going out is equally important.
I don't believe in budgeting, but I do emphasize knowing where you spend your money and I help you understand the trade-offs between current spending and achieving future goals.
There is no one-size-fits-all solution.
Everyone has a different situation and what's best for one client may not be best for another. I develop custom plans and recommendations tailored to your specific situation and goals.
Achieving your financial goals requires hard work and commitment.
Even with a financial planner, achieving your financial goals will take hard work on your part. Only those truly committed to reaching their financial goals should take the next step.
TAKE THE FIRST STEP
If you're ready to get started, please contact me to set up an initial call to discuss your goals and needs. I look forward to helping you take control of your finances and ensure you're on the path to reach your personal and financial goals.