1.  Complimentary Introductory Call

• Start your journey with a free 20-minute introductory call, where we will discuss your needs and explore how I can support your financial goals. 
• Before we meet, I will send you a Financial Health Assessment. This 35-question comprehensive assessment will ask a variety of financial behavior questions. The results will provide personalized insights and help us create an action plan.

2.  Select a Package

• Everyone is at a different point in their financial journey. Depending on your goals and desired pace, you can choose from 3 packages: Essentials, Plus, or Premium.  Not sure which to choose? That's okay, we will assess your situation and decide which best fits your needs. Outside of the scheduled meetings, you will have unlimited access to me via email.
  • First Meeting:  Discovery Session 
    • This 1-hr session will be for us to discuss your current financial situation. I will guide the conversation with tailored questions. We will focus on identifying and selecting your financial goals. Post-session, you will have some assignments to complete so I can develop a customized plan for you.
  • Second Meeting:  Planning Session 
    • During this 1-hr session we will dig deeper into your financials and accounts.  We will develop your personal income statement and balance sheet which will guide future modeling.
  • Third Meeting:  Solutions Session 
    • During this 1-hr session we will review a financial roadmap made just for you, clarify any questions, and refine your strategy.
  • Follow-up Meetings:  Accountability Check-In:
    • We know life sometimes gets in the way of getting things done.  That's why 30-minute Accountability Check-Ins are so important to help us make sure progress is being made.
      • Essentials:  1, 30-minute sessions
      • Plus:            3, 30-minute sessions
      • Premium:   9, 30-miniute sessions  

You can find the Package costs here

3.  I will guide you through the Financial Planning Process

• Understand your current financial situation.
• Identify and Select Financial Goals.
• Analyze your current course of action.
• Develop a Financial Plan recommendation.
• Present and Discuss suggested Actions, Products, and Services plan.
• Implement Plan and Monitor progress throughout Accountability Check-Ins.

4.  We will follow The Path to Financial Success

• The path to financial success is a journey, and the key to a successful journey is a good map. I've developed The Path to Financial Success, a roadmap, that will guide you through the steps to achieving your financial goals. 

During our meetings we can cover a wide variety of topics, including but not limited to...

• Budgeting, debt management plan, and creating an emergency fund
• Investing in retirement and non-retirement funds
• Identifying retirement needs and goals
• Tax advantaged accounts
• Large purchase guidance including home and car
• Understanding the importance of Estate Planning (Trusts, Wills, and Healthcare Directives)
• Life Insurance:  do you need it, how much, and what kind?
• Financial changes when expecting a baby
• Wedding Budget Planning, Newlywed Financial Planning
• Financial "Setup for Success" after landing your first job