Covering You In All Aspects Of Your Financial Life

Fill Out The New Client Form

Filling out the new client form will give me the basic information I need to get started with your journey. This includes your name, contact information, what you are looking to achieve, etc.

Set Up Initial Meeting

Once I receive your form, I will reach out to you and we can set up our initial meeting. Depending on your location and preferences, we can either meet in person or over video conference. It’s in this meeting that I will provide you with basic information, such as how I work with clients, my fee options, and how I can best help you with your goals.

Discuss Your Goals

Next, we will discuss what YOU want. Whether it’s how to prepare for retirement, setting up a college fund, how to invest, or anything else, I’m here to listen. I will also talk to you about your risk tolerances and financial preferences.

In-Depth Analysis Of Your Current Finances

We can’t reach your goals without knowing where you’re starting from. I will do an in-depth analysis of your current financial situation to assess where we will begin. This may include: your cash flow, current assets, any savings or emergency funds, employee benefits, current investments, and so on. Please know that I analyze this data with no judgement and that I will protect your information with the highest confidentiality.

Financial Plan Recommendations

Using everything I know up to this point, I will then make financial recommendations that will put you on the path to reach your goals. I highly value your opinion and welcome any questions, feedback, or concerns you may have. We work as a team here and I am happy to answer anything that may be on your mind.

Putting Your Plan Into Action

Once you are happy with the financial plan I have put together, now is the time to take action on the recommended steps. Depending on the package you have chosen with me (one-time consultation, monthly, quarterly, annually, etc.) I will help you implement the financial plan accordingly. If you are working with me long-term, I will be monitoring and managing your assets in alignment with our plan and will contact you if changes need to be made.

Keep In Contact

Please keep in touch with me if you have any questions about your plan. If we have periodic meetings in our working agreement, I will be in touch with you to schedule our next meeting and let you know if I need any new information from you. I strive to develop the highest quality relationships with my clients and give you the best customer service out there.