Personal

Financial

Consulting

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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.  

As long as you have goals, you can count
Goal
Management
Portals and tracking tools.png
Portals & Tracking tools
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Debt
Management
Investment Planning.png
Investment
Planning
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Tax
Services
Budget Management.png
Budget
Management
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Estate
Planning
Retirement Planning.png
Retirement
Planning

Here's what it'll look like....

New Relationship Onboarding:
6 meetings, 90 days

  • Meeting 1: Get organized, Portals, & Cash-flow analysis.

  • Meeting 2: Debt Management & Net-worth analysis.

  • Meeting 3: Protection, Taxes, and estate planning.

  • Meeting 4: Educational session: Principles of investing.

  • Meeting 5: Retirement & investment planning.

  • Meeting 6: Funding your goals & Plan round-up.

Phase
One
90-day transition period:
get set up for success

  • Three meetings, once per month.

  • Month 1: Draw road map to execute outstanding action items, examine cash flow, and understand behavior.

  • Month 2: Execute/follow up on action items.

  • Month 3: Examine plan, lifestyle, and complete all onboarding action items. 

Phase
Two
Accountability and adjustments Phase

  • Transition to quarterly meetings.

  • Implement annual service calendar.

  • Build towards and monitor your goals.

  • Deepen our relationship and take on new challenges.

  • Monitor all aspects of your financial life and make adjustments to plans as needed. 

Phase
Three

Think you're a good fit for this relationship?

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Get a free 30-minute consultation. Ask us anything.