This is an opportunity for us to get to know each other and ensure there's a mutual fit. We'll discuss your general financial situation and dig into any specific areas of focus.
If there's an opportunity for us to help, we'll request some starting documentation and put together a personalized proposal.
We'll design a plan based on your unique circumstances and needs. This can range from a limited engagement on a particular topic to a holistic financial plan.
We also prioritize fee transparency: Our proposals will outline the cost on an hourly/project basis. We want you to know the total fee before committing.
We'll get to work positioning you for financial success. This is a collaborative process, so expect additional calls or requests for information. We're also available as a resource to you so don't hesitate to reach out with any questions.
Financial planning is an ever-evolving process. While our initial plans are point in time, we offer recurring support for clients who want regular guidance. For a monthly fee, these clients get:
- Unlimited emails/calls
- Market updates and portfolio analysis
- Regular life situation/goal reviews
- On-demand advice as needed