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Personal
Financial
Consulting
Every financial move we make is aimed at protecting your assets and building your net worth.
This is what you get. All inclusive, all guided, and all at a pace that actually creates change.
With all the wins we're about to celebrate, we're going to get really close.
Goal
Management
Portals & Tracking tools
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Debt
Management
Investment
Planning
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Tax
Services
Budget
Management
Estate
Planning
Retirement
Planning
Here's what it'll look like....
New Relationship Onboarding:
6 meetings, 90 days
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Meeting 1: Get organized, Portals, & Cash-flow analysis.
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Meeting 2: Debt Management & Net-worth analysis.
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Meeting 3: Protection, Taxes, and estate planning.
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Meeting 4: Educational session: Principles of investing.
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Meeting 5: Retirement & investment planning.
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Meeting 6: Funding your goals & Plan round-up.
Phase
One
90-day transition period:
get set up for success
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Three meetings, once per month.
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Month 1: Draw road map to execute outstanding action items, examine cash flow, and understand behavior.
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Month 2: Execute/follow up on action items.
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Month 3: Examine plan, lifestyle, and complete all onboarding action items.
Phase
Two
Accountability and adjustments Phase
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Transition to quarterly meetings.
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Implement annual service calendar.
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Build towards and monitor your goals.
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Deepen our relationship and take on new challenges.
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Monitor all aspects of your financial life and make adjustments to plans as needed.