It starts with a plan
You’re working hard to get to where you want to be. You’ve had a big change in your life. And you’ve got no idea what you’re supposed to do next?
Pay off student or credit card debt. Put a down payment on your home. Invest on the market. Start your own business. There are a lot of options out there and it can be difficult to make a decision.
We get it. We’ll listen to your specific goals, model out various alternatives, and help you identify and execute on your personalized financial strategies.
Financial Planning Process
-
Free Consultation
30-minute consultation to understand your current financial situation and desired goals, walk you through our financial planning process, and answer any initial questions.
-
Data & Info Gathering
We send you a secured questionnaire to fill out detailing your financial situation and other details, which we’ll use to build your personalized financial plan that reflects both your lifestyle and values.
-
Plan Review
60-min meeting to review your personalized plan, including goals and recommended action items.
-
Execution & Support
You’re off to the races to go execute on the action items discussed. Reach out to us via email with any questions throughout the year.
Pricing
Options include (1) Hourly fees, (2) One-time/flat-fee, or (3) Capped hourly fee.
The options will depend on the scope and complexity of the work.