What to Expect
The most important factor in your plan is YOU!
The answer to all of your financial questions will have a mix of behavioral, emotional and financial components. We believe the success of a plan lies within all three elements.
Every relationship starts by touching on your learning styles, priorities and what you believe will make our planning relationship valuable.
Once we uncover your why the planning can begin!
During this meeting we will cover all areas of your financial life, your learning styles and more. This meeting runs approx. 1.5-2 hours depending upon how much information you have.
Financial planning requires an immense amount of trust and vulnerability so we must feel comfortable working together. This is the time for questions and going over the planning process
During this meeting, the financial assessment will be presented. You will receive a plan summary and answers to your most pressing questions. We will also go over all the recommended action items
Action items will be prioritized based on your priorities and some advice from your planner. You will receive assistance with your action items.
A meeting each quarter to go over action items, tasks, life changes, account updates, tax planning & more.
See the list below for an idea of topics we cover.
Clients receive ongoing investment management and advice for accounts held with the custodian we use or outside accounts. One thing that sets us apart, you are not obligated to move money in order to work with us
Email and phone call access to a CERTIFIED FINANCIAL PLANNERtm professional to go over life changes and to ask questions that may arise.
Employee Financial Wellness
Start with Confidence
Employee financial wellness programs are built for each company. Please reach out to learn more about the programs.
Programs may be completed in group speeches, one-on-one coaching, or a mix of the two. The cost for a program ranges from $150 per employee to $1,000 per day depending upon the design and structure.
If you are starting your career this is for you. Together we will cover cash flow, emergency funds, employee benefits selection, student loan, and consumer debt-paydown strategies.
for two meetings and one follow up after 1 month and 6 months. Assistance with any implementation tasks (paperwork for accounts, you need a budget coaching, etc.) is available at an hourly rate.
What We May Include In Your Plan:
Do you want a financial plan tailored to yourWhy?