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Financial Planning Experience
We'll create a roadmap that aligns with your life and goals. My financial planning process is designed to simplify, optimize and improve your finances so you can focus on what matters most.
Financial Planning Process & Timeline
Over four to six meetings, we’ll create a personalized financial plan designed around your life and needs. You’ll get:​​
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✔ A Clear Financial Snapshot – Organize your money with online tools that track where you stand.
✔ A Personalized Action Plan – Step-by-step guidance to optimize your wealth and reach your goals.
✔ Implementation Support – Help building momentum and putting your financial plan into action.​​
EXPLORE & ALIGN
90-MIN MEETING
Explore life values, top goals and financial scorecard to see how closely they’re aligned. Identify topics to prioritize.
CLARIFY & PLAN
90-MIN MEETING
Clarify statement of financial purpose, model the outcomes of various financial decisions and identify obstacles to reaching goals.
PLAN DELIVERY
60-MIN MEETING
Present tax, cash flow, retirement, insurance, estate and investment strategies to align financial decisions to goals and values.
IMPLEMENT PLAN
OVER 6 MONTHS
Implement action items, e.g., open accounts, update policies, change allocations, make introductions to insurance, tax, legal pros, etc.
PLAN CHECK-IN
60-MIN MEETING
Six-month review to celebrate progress, answer questions, and address any roadblocks during implementation of the plan.
Financial Planning Topics
Address Each Aspect of Your Financial Life
During our Explore & Align meeting, we’ll identify your top financial priorities and decide where to focus first. As we implement your financial plan in ongoing meetings, we’ll take a deeper dive into the topics most relevant to you.
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Financial Plan Organizer
Presented during your Plan Delivery meeting, your Financial Life Organizer provides an easy-to-follow snapshot so you always know where you stand and what comes next.
✔ Visual breakdown of your assets, cash flow & goals.
✔ Step-by-step financial action plan to keep you on track.
✔ Simple, organized format so you can make informed decisions with confidence.
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This living document evolves with you, ensuring your financial plan stays aligned to your changing life and goals.