Conquer your personal finances with a plan unique to lifestyle and goals.

Continue on your path to success with regular accountability meetings, plan reviews, and year-round guidance from a pro.

Financial planning is not a one-time exercise; it’s a continuous process that requires focus, commitment, and communication to succeed. As a financial planning client, you’ll go through several important phases – each one has it’s own focus areas and actions.

1

Evaluate

We’ll analyze your current finances for the information needed to build the foundation of your plan.

2

Plan

After evaluation, you’ll receive a customized plan that includes observations, recommendations, and alternate scenarios.

3

Implement

Once your custom financial plan is finalized, it’s time to start bringing your goals to life!

4

Adjust

To keep your plan current, we’ll discuss your progress and any changes throughout the year.

Step 1: Evaluate

During the evaluation phase, we’ll take a deep dive into your current financial situation and look at everything needed to start your personalized plan. This step requires quite a bit of information and work from you, but the result is well worth it!

Evaluation includes:

  • An initial consultation meeting to understand your vision & goals, financial concerns, and how I can help you.
  • A discovery meeting to discuss your situation thoroughly, including details about income, expenses, debt, investments, taxes, insurance, and estate planning.
  • A summary of your current situation, net worth, and goals which your plan will use as a starting point.

Step 2: Plan

Once your foundation has been established, it’s time to start planning! I’ll review all your information and begin formulating a plan. The goal of the plan is to align your current situation with your future goals. In the plan delivery meeting, we’ll discuss observations, recommendations, and any alternate scenarios to help you make the best decisions for your plan,

Planning includes:

  • A comprehensive financial plan which contains both a high-level summary and detailed report.
  • A plan delivery meeting where we’ll review the full plan along with any questions or concerns.
  • A summary of personalized recommendations and alternatives to help you make the best decisions for your financial future.

Step 3: Implement

When the plan has been finalized, everything starts to come together. You’ll be ready to do whatever is needed to achieve your goals and dreams! Together, we’ll work through your actions checklist and make sure everything is optimized and synergized.

Implementation includes:

  • A prioritized actions checklist to help you with a focused implementation of your plan
  • Q&A meeting to address any questions or topics that arise during the implementation process.

Step 4: Adjust

Financial planning is a continuous process; it’s meant to adjust to your life and reflect any changes that happen. To make the most of our partnership, we’ll connect on a regular basis, and you can email me at anytime.

Adaptation includes:

  • Checkup meetings every 4-6 months, or as major life changes occur
  • An annual comprehensive plan review to ensure your plan stays updated and responsive

Ready to Get Started?

I look forward to planning together at the speed of your life!