Common questions I get asked:

How do you work?
I work with professionals on their financial planning and investment management needs. How you work with me is up to you. Which services will best fit your needs will depend on the level of complexity of your specific financial situation. Fortunately, it’s usually easy to determine which services will best suit you and your family during our first or second meeting – which are always free. My financial planning packages typically include 3 – 4 annual planning meetings. I have a meeting schedule for my clients, but I’m flexible depending upon your unique situation - my goal is to get you and your financial resources on track for the life you want to live.

What does it cost?
To build a comprehensive financial plan for all your moving pieces, the cost of the initial plan varies depending upon a few factors, including which of our three financial planning packages you choose as well as the overall complexity of your current financial situation. Additionally, I offer ongoing planning services.

The cost for ongoing planning is also determined by which financial plan you choose, and the overall complexity of your current financial situation which could be significantly reduced or eliminated if you choose to work with me to manage your investments. And finally, the cost for investment management services is based upon a percentage of the assets under care that I work with you on. We’ll get into more specifics later on if you're interested.

What do I get?
Another question I commonly see is – “what’s included with these services?” – to start, you’re getting access to professional financial advice, retirement planning, and investment recommendations. But on top of that, I offer several more services, depending on what you need. Things like making sure you have the right insurance in place, planning for kids’ college funds, net worth statements, built-in accountability to your financial goals, and how to invest and allocate resources for retirement and other investments.

If you want to go even deeper, I offer cash flow and budget analysis, tax efficiency planning, and estate and legacy planning strategies. The bottom line is this: I’m not satisfied until we’ve covered all the financial areas that are important to you. My goal is to help increase your confidence in your future via the plans we create designed to help you accomplish your financial goals. If that’s one of your goals, let’s work together to get there.

How do I get started?
The best way to get started is to get a free Financial Clarity Report. The Financial Clarity Report is a free report, built by me, a full-time financial planner, that will give you 4 things in a simple 2-page report:

– Easy opportunities you might be overlooking to save money
– A projected retirement date based on your investment accounts
– Recommendations and helpful strategies from a financial planner who works every day with professionals like you
– Simple, actionable steps that you can take today to help achieve your financial goals.

All I need is a 30-minute phone or video call to gather the data I need to deliver your own Financial Clarity Report. This is a free offer with no commitment required at all, and once your report is finished, it’s yours free.

During this meeting, we can also cover the big questions, what your current financial circumstances are, if you have financial concerns / worries, how working with us can save you time and money, and if my services are a good fit for what you’re looking for.

Usually, during that first or second meeting, we can determine what services you need, if it makes sense to work together, and what the next steps are. Often times, the best fit for professionals are planners and advisors who will take the time to understand their needs and who tailor their planning and advice to those needs. If there’s any interest in learning more, go ahead and schedule some time to get your Financial Clarity Report.

I want you to do what’s best for you. If that’s working with me, great. If not, that’s ok too.  The easiest way to start is to click the link below that will take you to my calendar. Hope to connect soon!