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Confidently face new financial opportunities
with a custom and holistic plan
Are We a Good Fit?
Financial plans shouldn’t be one size fits all.
Let’s make sure I’m the right fit to help you.
- You want to manage your money, but still value the advice of a professional
- You’re facing a big transition, such as retirement, and need help navigating it
- You want to be able to spend less time worrying about your finances and more time doing what you love
A Look Into My Process
1
Step 1
Introductory Conversation
Our goal during this video call is to understand your financial circumstances and identify your goals. We will also discuss what it would look like to work together, answer any questions, set expectations, and discuss the planning to be performed.
2
Step 2
Financial Review
Once you decide to partner with me, we will have another video call to set up your online planning portal so you can easily and securely share financial information with me.
We will first assess your current situation to determine where you are in relation to your goals. Then, I will develop recommendations and alternate courses of action to increase the likelihood of success in meeting your goals.
3
Step 3
Plan Presentation
During this video call, I will present your financial plan and my recommendations. You are encouraged to ask questions to fully understand your plan so that you can decide which recommendations to implement and what may need adjusting.
I will send you a copy of the plan, including any revisions. From here, you can implement your personalized plan.
Commonly Asked Questions
Yes, I don’t have any conflicts of interest with my clients. Even fiduciary advisors can have a conflict of interest because they may encourage you to make decisions that keep more of your cash in their control, and therefore earn more from your account. I don’t hold your money, so I’m not influenced by having a higher AUM and will never encourage you to make a choice that isn’t right for you.
Advice-only means that you are hiring your financial advisor to provide you comprehensive planning advice for a fee. There are no hidden fees from products sales, or assets under management.
Our planning work is typically a one-time, fixed fee project to develop a comprehensive financial plan. Follow-up engagements are typically of shorter duration and limited work performed on an hourly basis. You will always know what the fee is before any work begins.
You can adjust your plan at any time. After our initial plan engagement to deliver your plan, we will typically work on an hourly basis to adjust a plan.
Follow-up reviews of your plan are performed typically on an annual basis. Fees to update your plan are typically on an hourly basis since there is less time typically involved in an update.
Yes, I can help. I can suggest an asset allocation to meet your needs, and suggest investments that will fill that allocation. Of course, you will need to implement those investments in your investment account on your own.
Still have questions?
I’m here to answer them for you!
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