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Financial Planning

The financial planning process begins with a conversation and a few simple questions:

What do you want your future to look like?
What is your current situation? 

What are you doing now that will get you to your desired future?
Are you on track to get there?

I will ask you for detailed financial information about your monthly household cash flow, spending and saving habits, debt obligations, and any other financial related interests you might have.

Based on your input and the particulars of your situation, I will craft a plan with recommendations and strategies designed to help you achieve your financial goals. Your plan is not static since life is generally not a predictable experience. As your circumstances evolve, we will adapt your plan to accommodate these changes.

The term of the initial planning engagement is one year and is included in the initial set up fee. After the first year, ongoing financial planning costs may be included with your assets under management fees as a Wealth Management Client or paid out of pocket $1,000/year.

Hourly Planning & Consulting

For clients who do not desire a complete financial plan, I offer ala carte planning services starting at $250/hour depending on your situation and needs. Hours will be estimated and proposed on a project-by-project basis.

Everyone needs a plan. Take control of your journey by working me.

Unlocking the Treasures to Financial Wellness

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