Our Services & Fees

The first step in our process is to have a 45 minute call. Our goal in this meeting is to understand what your current pain points are and how you’ve approached your financial decisions to this point. We’ll also discuss the rest of our process to ensure we are a good fit before moving to the organizational meeting.

After determining our process will be able to help you take control of your money, the next step will be to understand what it is your family is working for. This is different for everyone and is the foundation of our advice. At this phase of life it’s okay if you haven’t taken the time to figure it out yet either. We’ll also use this meeting to gather and organize your current financial picture as our starting point.

To us, your financial plan is our guide.

At this point we’ll get together to present your plan based on the goals we discussed previously. We’ll have a list of recommendations to take control of your money for your family. The income, investment, tax, and protection plans are presented as a one page financial plan along with the recommendations in each area.

The goal is for this to be a conversation so I can ensure that I’ve understood and accurately addressed their concerns and priorities with their plan. This dialogue allows us to prioritize the recommendations and next steps. Based on your preferences, we’ll work together over the next few months to implement the recommendations.

I work directly with you to implement the recommendations in the order of your priority. This includes increasing savings, making adjustments to retirement plan and benefit elections, paying down debt, opening and transferring accounts, rebalancing accounts, applying for insurance, and updating estate documents. We utilize outside partners for the insurance and estate process to avoid conflicts of interest.

One thing I can be sure of is that life will look completely different than what we have planned for in 5 years. So we work together on a semi-annual basis to review the different areas of your plan and make adjustments to it as life and priorities change.