Financial Planning: What To Expect
Whether you’ve worked with a financial planner, an investment adviser or brokerage before, managed everything on your own, or this is the first time you’ve had an interest in investing, I am ready to help you.
Step 1: A Casual Conversation
A complimentary 15-30 minute meeting to learn about what you are looking for and how I can help.
Step 2: A Deeper Discussion
We’ll look at your current financial situation to determine which services can help you most.
Step 3: Goal Development
Based on information you’ve provided, we’ll define your goals and begin creating a financial plan that supports your life’s passions.
Step 4: Financial Plan Presentation
I will present your plan covering risk management, investments, taxes, retirement, estate planning and any other specific goals we’ve discussed.
Step 5: Creating Your Path
I will support you as you implement your plan for the next two months and continue working together throughout the following years.