Plan. Grow. Insure to Protect.

During our Introductory Call, I will ask you to tell me why you are seeking professional fiduciary guidance.

If we both feel that you can benefit from my services, we will talk about how we can work together.

As a starting point, I usually propose a 3-month planning experience, where we meet once a month. 

At the end of that period, we can decide to move to a quarterly meeting schedule, so that we can make sure all aspects of your financial life are running smoothly.

If we come to the consensus that collaboration would be beneficial, we can arrange an in-person or video conference meeting.

During the initial meeting, we can evaluate the areas that require immediate attention, such as cash flow optimization, tax planning, and debt management.

In the second meeting, we will review your financial plan, retirement goals, and present opportunities for further development.

The third meeting will be devoted to your investments and how to take advantage of employer retirement plans, IRAs, Roth IRAs, college 529 accounts, and inherited accounts. We can also discuss your portfolio risk and provide you with educational resources to invest confidently.

After three months, we will meet quarterly to review and adjust your strategy, keep you up to date on applicable tax and estate laws, and help you navigate the ever-changing investment landscape.

Our clients enjoy the streamlined process we use to improve their financial life. After each meeting, we send out a recap to remind everyone of the action items discussed and to summarize our conversation.

If you have any lingering questions or would like to book a "Zoom Meeting", our online calendar is always available. Additionally, if you need any help with tasks, our team is ready to hop on a screenshare and assist.

Implementation is a critical component of your financial plan, and we are dedicated to assisting you in reaching your goals. We work to ensure that your plan is followed through, as we understand its importance to your success.

We are here to answer any questions you may have and provide guidance on the best strategies for tax savings, investment optimization, and uncovering hidden financial risks. Our ultimate goal is to help you reach your financial objectives.

Gain assurance about the future of your retirement and money management with a personalized financial planning experience tailored to your goals and principles.