You need help with one or two individual goals, but you aren’t ready to tackle the rest of your financial picture. Perhaps you just want to set up your new 401k, or get yourself on a budget you can actually stick to. You are comfortable implementing the recommendations yourself and don’t need follow up support.
- Goals & Data Gathering Meeting (60 min) – We will discuss one or two of your top financial goals. We will gather any relevant financial information that we will need to complete the analysis. I will give you a checklist of items we will need beforehand so we can make the best use of our time together.
- Recommendations Meeting (60 min) – We will review the results of the analysis. I will propose solutions to get you on track towards achieving your goal. We will compare different scenarios, and I will give you a one page document outlining the solutions we’ve agreed upon.
- One month of email support – I am available to answer questions that come up as you are implementing the recommended changes. However, you need to be comfortable enough to make those changes on your own.
*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.