Step One: A 60-minute introductory virtual meeting

We’ll get to know each other, talk about what is most important to you, and what a valuable financial planning outcome would look like. Your life is probably different than it was a year, two years, and ten years ago, and your financial plan needs to reflect those changes. Comprehensive financial planning is a process, not a product, and planning for the future now can yield much higher returns later. You’ll be given a simple list of information to gather to kick start the financial planning awesomeness.

Step Two: A 60-minute “get organized” virtual meeting 

Sorting through financial documents can be confusing. We help make it easy by helping you find all the required information we’ll need for a comprehensive review. You’ll get familiarized with the client portal to share documents that ensures all of our communication is simple and secure. 

Step Three: Custom analysis, recommendations, goal setting

Through a 90-minute virtual meeting we’ll review your customized financial plan and discuss personal goals and strategies. Afterwards, you’ll receive a written summary of our discussions with action items that are tailored to you and your goals.  This summary is meant to make sure you know exactly what needs to happen before our next meeting in order to help you take the next best steps with your money. This summary will be refreshed every year to accommodate your progress and changes in your life. Comprehensive financial planning includes investment management and advice as well as unlimited continued support via phone, virtual meeting, and email.

Step Four: Ongoing monitoring, advice, and service

Approximately six months after the first meeting, we’ll have a 90 minute meeting to follow-up on summary items and high-five our progress made.

In subsequent years, we will meet virtually 2-4 times per year to monitor, review, and update your financial plan.

Transparency is incredibly important to me, so I am happy to share my pricing for this service.  Annual fees for this service are calculated based on 1% of income + 0.5% of net worth.

Unlike many financial planners, I do not have a minimum account size or net worth, but I do charge a minimum annual fee of $4,800 and a one-time, initial client onboarding fee of $1,000. Most clients pay the annual fee in smaller, monthly installments for convenience.

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