HOW WE WILL WORK TOGETHER

1ST MEETING

Initial Consultation

When we meet for the first time, I'll ask about your short-term and long-term and help you prioritize those goals. It will be helpful to bring all your financial documents with you to the first meeting, including tax returns, pay-stubs or income details, Social Security statements, investment statements, insurances  (life, disability, home/auto, health), and anything else that may help make our meeting more efficient. This meeting is free and I promise you will walk away feeling more confident about your finances. I look forward to helping you reach your goals!

2ND MEETING

Data review & analysis

We'll closely review your financial situation and confirm goals and priorities. Generally, this meeting will take place about a week or two after our first meeting, giving you a chance to find any missing details needed to finalize your financial plan.

3RD MEETING

Financial plan presentation & implementation

There are many aspects to a financial plan and it may, at first, feel overwhelming. I'm here to guide you and discuss options for helping you reach your goals. I'll report on your financial situation and current progress and propose recommendations. This may include savings strategies, tax strategies and re-allocation of investments.

SEMI-ANNUAL MEETINGS

Ongoing

After helping you implement the financial plan, I will monitor your progress and meet with you semi-annually to discuss any changes. Of course, we can meet more often if circumstances require. Meetings can be in-person or virtual.