Our advisor/client relationship begins with my listening to your goals and aspirations. I will help you pursue your goals by completing a comprehensive overview of your current financial situation and helping you implement actionable steps into your everyday life.
Our first interaction will be during a complimentary consultation. The goal of our free, 30-minute conversation will be to explore your current situation and see if we’re a good fit for one another. If after our consultation we both feel we should move forward with our relationship, I will send you an invoice along with an engagement agreement, a budget worksheet, and complimentary access to myMoneyGuide®.
The myMoneyGuide® discovery lab is all about you and how we can start to build you a better financial future. At your leisure, you will be asked to complete a 60 to 90 minute lab where you will enter all relevant information in order to give us a basis to create your financial plan. Once completed, I will take all of the information gathered from the discovery lab and begin to outline a personalized financial plan.
The next time we meet, I will present you with a comprehensive financial plan based on your financial history, where you stand today, and what your financial goals are for tomorrow. The recommendation is customized to help you achieve your financial goals. Your plan will include a detailed action list that I will help you implement into your day-to-day life.
Life will happen. That’s why we have quarterly or semi-annual check-in calls to ensure that your financial plan is still working for you and your goals. These virtual or face to face meetings can be as needed or if a major life event occurs. Additionally, you’ll also have access to phone and email support in between meetings.
View a Sample Financial Plan
Not Ready For Financial Planning Yet?
Get the Build a Better Financial Future Booster Package!
A 30 to 60 minute phone call or video chat session to discuss topics such as:
- Creation of a budget including help with how to best prioritize savings vs. paying down debt.
- Debt elimination strategy for student loans and/or credit cards.
- Explanation & review of 401K investment options, employer matching, and vesting schedule.
- Life insurance review.
- Follow up email with a detailed action list so that you can start implementing my recommendations immediately!
Package cost: $500 for individuals & $750 for couples
Get the Debt Elimination Optimizer Stand Alone Package for Only $199!
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Online Client Portal
Access to my online client portal where you can create a budget, a balance sheet, and calculate your cash flow and net worth.
Debt Elimination Optimizer
A customized debt elimination analysis which includes a detailed comparison of different debt payoff strategies optimized to help you get out of debt sooner and save money on interest paid to creditors.
A 20 minute phone call or video chat to go over your debt elimination analysis and answer questions regarding your budget, building an emergency fund, and saving for a special goal.
View a Sample Debt Elimination Optimizer Report