Comprehensive financial planning is like having satellite navigation, nautical charts, and a navigator to get you through uncharted territory.
I take a holistic approach to discover who you are and where you want to be.
We will set goals based on your priorities and aspirations. We will identify potential obstacles so that you never get off course.
Once your course is set, I will continue to help you on your financial journey. If things change, I will help you adjust your course to align with your desired path.
You’ll have ongoing access to my services for questions, to share in life’s joys and challenges, or to be a sounding board.
I will go on the adventure with you.
Planning with me is a four step process that follows the tenets of appreciative financial planning:
1.Discovery
An introductory meeting and discovery meetings to learn your strengths, successes, personal, and professional values. This gives us the opportunity to determine if we’re a good fit.
2.Dream
We will establish your vision for your business, family, and future. We will identify goals and objectives to create an actionable strategy.
3.Design
I’ll layout different options with their anticipated outcomes. I’ll establish action items and receive your feedback to help determine which course to take, then share timelines and metrics for success.
4.Delivery
After you choose your plan, I'll periodically check in on your progress. This allows you to identify what’s working and what's not, so that you never get off course.
Here are some ideas for topics to discuss
COLLEGE PLANNING
I’ll help you find the right schools, navigate the college enrollment experience, and establish how to pay for college.
BUSINESS PLANNING
I provide consulting to small business owners, people that want to start a business, and key professionals.
RETIREMENT PLANNING
I’ll help you decide how you want to approach retirement no matter your age or what your goals are.
DEBT REPAYMENT +
CASH FLOW MANAGEMENT
I’ll teach you how to get out of a financial rut, modify your cash flow, and live life freely.
INVESTMENT ANALYSIS
We’ll analyze your portfolio to see if it’s serving your financial interests.
TAX PLANNING + PREPARATION
Avoid pitfalls, be efficient, and stay compliant.
FINANCIAL GOALS
Important life milestones like a new home, vacation, adoption, charity, financial independence, or early retirement (FIRE).
CARING FOR LOVED ONES
Special needs planning for elder care for you and your loved ones.
RISK MANAGEMENT
Determine what obstacles can set you back and whether you need an insurance audit to understand how to protect your family, income, property or business.
ESTATE PLANNING
Achieve long-term goals for the benefit of your loved ones.
CAREER TRANSITIONS
Get help making important career decisions like job change, career change, or new-hire negotiations.
Investment
Some say that financial planning is for people that already have money, or people that already have their finances figured out.
Regardless of your perspective or personal voyage, you deserve great financial advice and access to planning.
I have no minimum asset requirement.
My planning fee is $200 per month, with flexible payment methods, and 1% or less of any investments I manage.