You have big dreams for your life, but you’re not sure how to translate them into specific financial goals. You need help prioritizing- do you put your year-end bonus into your 401k or use it to pay down student loans? You want to come up with a plan that covers all the bases- saving for retirement, maximizing your benefits at work, and budgeting for a lifestyle you actually enjoy.
- Goals Meeting (60 min) – We’ll go over your vision of your financial future. We will define and prioritize your most important goals, and talk about any fears or concerns you have.
- Get Organized Meeting (60 min) – We will get a clear picture of your finances- what you have, what you owe, and what’s coming in and out each month. We will determine your net worth, income, expenses, and risk exposures.
- Strategy Session (90 min) – I will recommend solutions to get you on track towards achieving your goals. We will turn your plan into a manageable to-do list, and make a plan of attack for any remaining tasks.
- Check In Call (30 min) – We will check in on the status of your plan and celebrate your progress towards your goals. We will talk about what’s changed, what’s going well, and what you’re struggling with.
- 3 months of phone & email support – I’m on call to help with any questions or roadblocks that come up in between meetings.
Fee- $1,250* (reduced to $750 if you sign up for a year of the Monthly Planning Subscription)
*Fees can be adjusted based on complexity. What would make your situation considered complex? Including your spouse/partner in your plan, business owner, multiple sources of income, etc. If I determine that your situation is complex, we will discuss and agree on any fee adjustments before you sign up.
Schedule a Free Introductory Call Now!
Let’s get to know each other and see if I can help you along your financial journey.