HOLISTIC FINANCIAL PLANNING
I help you navigate everything that has to do with money, so you can get the most out of it.
Life Vision
Your Children's Future
Cash Flow
Assets + Debt
Career + Business
Investing
Tax Planning
Insurance
Estate Planning
WE START WITH FOUNDATIONAL PLANNING
6-12 months to learn about you, get organized, and put together a roadmap for your best life.
1
Purpose
Learn about your relationship with money, what's most important to you, and your specific life goals.
2
Financials
Organize your financials: assets, liabilities, income, expenses. Understand where you are today.
3
Investments
Build and implement an investment strategy aligned with your risk profile, cash needs, and goals.
4
Insurance
Review all insurance policies and adjust as needed to ensure your health, family, and assets are protected from the unexpected.
5
Plan
Show you the path to the life you want to live, including specific recommendations to get you there as fast as possible.
6
Estate
Review or build your estate plan to ensure your wishes are carried out and your family is protected.
ONGOING PLANNING
After foundational planning, we have three core planning meetings a year to review your financial life and ensure you're tracking toward your goals. I'll work behind the scenes the rest of the year so nothing falls through the cracks.
Winter Meeting
Revisit goals and track progress
Prepare to file taxes
Review insurance policies (odd years)
Review estate plan (even years)
Spring Meeting
Review financials and projections
Tax return review and initial tax planning
Summer
Open tasks and to-dos
I'll work behind the scenes while you enjoy the summer with your family
I'm here if you need anything
Fall Meeting
Year-end tax planning
Review investments
Open enrollment: health insurance and other benefits
We'll also talk throughout the year as much as you need. Whether you want my take on the economy or to discuss an important decision, I'm always here.
PRICING
Annual fees start at $7,500 and increase if your financial situation is more complex. Fees include all services, including investment management.
Answer three questions to see your estimated fee below.
No binding or long-term contracts. Cancel anytime. I keep my clients with amazing service, not confusing legal agreements.
FEE-ONLY FIDUCIARY
Legally required to act in your best interest. No matter what.
You're the only one who pays me. No commissions. No kickbacks. No shady stuff.