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Start Your Wealth Plan Process
Together, we'll create a roadmap that aligns with your life and goals. My financial coaching approach empowers you to simplify, optimize and improve your finances so you can reach the goals that most matter to you.
Life-Focused Financial Coaching Personalized to You
I'll help you understand your financial health, set clear goals and create smart habits to support the life you want to live as you get started building your long-term wealth. ​​​​Here's what you'll get during this three-month-long engagement.
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✔ A Clear Financial Picture – Understand where you are today with a simple, organized snapshot of your income, spending, debt, savings, investments and insurance.
✔ A Personalized Action Plan – Receive advice and resources to help you pay down debt, build savings and invest wisely to reach your short- and long-term goals.
✔ Support to Keep You Moving Forward – On-demand advice and access to an easy-to-use financial planning app that tracks your progress and adjusts as your finances change.
✔ An Investment Strategy That Fits You – Advice on how to start investing (or refine your existing strategy) in a way that's aligned with your goals, timeline and comfort with risk.
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As your needs evolve and your wealth (and complexity) grow, you can easily transition to my firm's deeper financial planning and investment management services.
PRE-MEETING
PREPARATION
Enter your key details in the Elements® planning app to get a clear view of your financial vitals and what we might improve.
60-MIN ZOOM
KICKOFF
Explore your values, top goals and financial scorecard to see how closely they’re aligned. Identify topics to prioritize.
60-MIN ZOOM
ACTION PLAN
A clear plan with action items, relevant guides and custom templates for your top focus areas so you know exactly what to do.
ON-DEMAND SUPPORT
Provide support as needed, answer your questions or offer additional advice while you're implementing your action plan.
60-MIN ZOOM
PLAN CHECK-IN
3-month review to celebrate your progress, address any roadblocks you encountered and decide the next steps with your action plan.
Track Your Progress With the Elements Financial App
After we review your financial action plan, you’ll have ongoing access to your personalized Elements® scorecard. It's available anytime on your computer or smartphone via an app that offers:
✔ A snapshot of your financial story, distilled into 11 clear, easy-to-understand metrics.
✔Secure, automatic data sync with your bank, credit card, loan and investment accounts.
✔ Quarterly reports that highlight your progress, next steps and any potential roadblocks.
The Elements® app makes it simple (and even a little fun!) to stay engaged with your finances and see the impact of your planning in real time.
