Financial Advice,
Not Financial Products
Start your path towards financial confidence and independence in two easy steps.
Do you ever say...
I need to save more money.
I don't understand my 401k plan.
I need help with my annual benefits enrollment.
I hope we get a tax refund this year.
I need to set up a 529 for our kids college savings.
Should I get out of the stock market?
What types of insurance do I really need?
I hope I have enough to retire someday.
In two easy steps we can help you answer your questions and develop a plan.
Step 1: Schedule a Call
With a free 30 minute Introductory Call, we discuss: your needs, what you're looking for in a financial planner, and if we'd be a good fit for one another.
This is what I'm looking for...
We can help you. Let's meet.
Sounds great!
Step 2: Choose your planning option
After our Discovery Meeting, you pick the planning option you feel best meets your needs and what you're looking for in a financial planner.
Un-Guided
Best for: DIY-er
We build a financial plan to address your financial goals, and you implement everything on your own.
We give you a financial "Map", you follow it on your own.
Guided
Best for: Ongoing help, but can do the investing yourself
We build a financial plan to address your financial goals, and we help you implement the plan.
We give you a financial "Map", we follow it together. You implement our investment recommendations yourself.
Guided Plus
Best for: Ongoing help, and wants help with managing investment
We build a financial plan to address your financial goals, and we help you implement the plan. We also manage and advise on your investments.
We give you a financial "Map", we follow it together. We recommend and manage the investments for you.
How our Planning Process Works:
1. INTRO MEETING
Everyone is unique. Through a FREE 30 minute introductory call, we discuss your needs and determine if we're a good fit for each other.
3. DEVELOP
FINANCIAL PLAN
Using your information we collected through our meetings, we'll build your personal financial plan with your personal goals in mind.
5. FOLLOW UP & IMPLEMENTATION
Just because you have the plan doesn't mean it's over. You'll receive follow up communication with the recommendations and action steps to take. We'll work together to implement the recommendations.
7. ON CALL
Life is hectic and things come up. You have access to us 24/7. Give us a call or shoot us an email. We're here for you.
(If we're a good fit.)
This is where you decide which planning option is right for you.
2. DISCOVERY MEETING
We'll meet in person (or by video chat). We'll discuss financial goals (what do you want to do when you grow up?), and gather more of you personal information to build a financial plan.
It's not over!
4. PRESENT PLAN & RECOMMENDATIONS
We'll meet in person (or by video chat). You'll be presented with your very own personal financial plan! We'll discuss it. You'll receive recommendations. You'll have the opportunity to ask questions.
BONUS!
6. REVIEW & REVISE
We'll meet by video a few times a year. We'll discuss your progress. As your life changes and evolves (babies, new job, start a business, retirement, etc.) we'll make adjustments to your financial plan.