What I do:

Why?

How do we do it?

Through the financial planning process, I help people gain clarity regarding their financial goals, investing, and retirement. The first step is to complete a quick risk profile assessment, then schedule your complimentary consultation. Learn about the process below:

First Visit

During our first visit, we’ll typically enjoy some coffee, wine, or craft beer, and get to know each other. Next, we’ll discuss your current financial situation and what you’d like to accomplish. After that, I’ll explain my process, and we’ll walk through a sample financial plan. Last, I’ll explain how I’m compensated for my work. At this point, if I think I can help you, and we mutually feel it’s a good fit, we’ll schedule a second meeting.

Second Visit

During our second visit, we’ll start by addressing any remaining questions. Next, we’ll collect and organize all your financial information and begin any account transfers. Then, we’ll document your personal objectives and goals and get you set up for our eMoney online dashboard. After our meeting, I’ll go to work on entering your data and building your plan in accordance with your personal objectives.

Third Visit

By our third meeting, we’ll have a comprehensive plan, calibrated to your specific financial and retirement goals. First, I’ll walk you through a visual version of your plan in our interactive decision center, on the large display in my office. After we’ve discussed the plan, you’ll give me your feedback, and I’ll build in any changes you’d like to see, before we implement our investment strategy.

Ongoing

Once we’ve set the plan in motion, I’ll manage your investment portfolio, monitor our progress relative to the plan, and keep you posted on any necessary adjustments. Then, at least annually, we’ll meet in person, for an update. We’ll discuss any significant life changes you may be experiencing and then, determine whether the plan needs to be altered, so you stay on track. Get started now!