Get Acquainted

We want to make sure that our process is well-suited to your needs. This complimentary call can be done via phone or video conference and will give me a chance to answer any questions. If you think it’s a good fit, we can discuss the different ways we can work together.

Get Organized and Data Gathering

We help you get your financial life organized and discuss your goals. We will review all of the materials you provide and discuss where you are relative to your objectives. We’ll also discuss your values and priorities with money.

Goal Setting and Strategy Session

We’ll continue discussing what is important to you about money and how this affects your goals. We will develop a strategy for you to achieve them. This will provide a framework for me to begin working on your financial plan.

Plan Creation

I use all of the information you have provided to build on our strategy discussion. I run multiple scenarios, looking at your goals, resources, and external variables. I then create an action plan consistent with your values to achieve your goals.

Plan Delivery and Implementation

We review the plan together in detail.  This provides an opportunity to discuss the reasoning behind the plan and ask any questions.  We will also discuss steps each of us will take to implement the plan.  

Ongoing Planning and Monitoring

Once the plan is implemented, we will work together to monitor the plan and keep you on track to achieve your goals.  While the plan is comprehensive, it is a dynamic plan that will be updated when life changes.