Step 1 - Complimentary Virtual Coffee (Approx. 30 minutes)
Hi! Let's get acquainted over a 30 minute video call and your beverage of choice.
What is top of mind for you at the moment? What do you hope to accomplish by partnering with an advisor? It’s important to me that we find you the best match for your unique financial life. If we’re not a good fit, I will gladly introduce you to a firm that is better suited to meet your needs.
Step 2 - Explore (Approx. 1 hour)
It's important that I demonstrate how I may add value to your life before you pay me a single dollar in fees.
Prior to this complimentary session, I will send you an introductory packet with a short list of items for you to complete. This will allow me to explain the benefits and services that I provide directly related to your issues, concerns, and aspirations. By the end of this meeting, you will have your most pressing questions addressed and you will get a glimpse into how our client-advisor relationship would look.
Are we a good fit for one another? Great! Let’s continue where we left off and schedule the next three meetings to get your financial life plan in order.
Step 3 - Engage & Envision (Approx. 1.5 hours)
This is where the magic begins!
In this meeting, we will establish your “Point A” so that we can develop relevant strategies to improve your financial life. It is here where we will begin identifying and clarifying your true values and priorities, creating a vision of your ideal life, and establishing meaningful and purposeful goals. If you are completing this process with a spouse or partner, you may find this stage to be deeply comforting and satisfying.
We will also be organizing your financial data into one centralized digital location and introducing you to RightCapital, our financial planning software and your online financial dashboard. In so doing, we will begin taking actionable steps toward your ideal future.
After this meeting, we will be hard at work developing the first draft of your financial plan.
Step 4 - Enlighten & Empower (Approx. 1.5 hours)
Clarity has never been so profound.
With the first draft of your financial life plan in hand, we will explain our recommendations and how they support your values and life vision. Don't worry, we're not going to hand you a hard bound book full of charts, graphs, and point 6 font, then expect you to implement the plan! As part of our Ongoing Financial Life Planning Services, we will team up with you and briefly explain how and when the recommendations could be implemented and who would be responsible for completing those. We will also discuss strategies for maintaining focus on your goals and priorities while proactively planning for future life transitions.
Some questions we address may include, but are not limited to:
- Is your student debt being addressed in an effective and organized way?
- Are your saving and spending habits in alignment with your partner's/spouse's?
- Are your investments in alignment with your personal values and goals?
- Are you on track to financial independence on your own terms?
We will run any additional analyses and reports based on modifications discussed and send you an updated copy of your financial life plan.
Step 5 - Ongoing Communication, Plan Updates, and Reviews
This is the beginning of the rest of your journey!
While this completes the initial financial planning process, our work together will continue in the form of unlimited check-ins via email, phone, and video call. I want to support you in your journey as you explore new concerns, aspirations, and transitions.
We will hold semi-annual review meetings to make sure your financial life plan remains current and relevant to your evolving circumstances, values, and priorities.
Investment Management is a complimentary service for clients engaged in our Ongoing Financial Life Planning Services. If setting up retirement or investment accounts is one of our recommendations, you may do so with us at no additional advisory fee.
If other professionals (attorneys, CPAs, insurance, etc.) are required to accomplish your goals, we will happily introduce you to a trusted individual in our network. If you have an existing relationship, we will work with them to implement our recommendations.