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
TAKE THE FIRST STEP
Personal finance isn't fun for most people, but it's extremely important. I'd love to help you take control of your finances and ensure you're on the path to reach your personal and financial goals.