Together, We'll Take a Collaborative Approach to Your Financial Plan
You are the expert on your values and what a fulfilling life means, and I’m here to provide guidance on the technical financial expertise in order to develop and implement your financial life plan.
Using a process consisting of three separate meetings, we’ll dive deep into what you find most important and build a vision for the life that you want to have.
Here’s What You Can Expect:
We will begin with a 30-minute conversation to discuss what you are looking for and the process that I use. When we first meet, the most important item to consider is the challenges that you face, not my knowledge or expertise.
Next, we will have an exploration meeting in which we discuss what is most important to you, what you believe success is and how we can work together to help you achieve those goals.
We will take a deeper dive into your values during the Vision Meeting. Together, we’ll clarify your vision of a fulfilling life that is truly unique to you. This is not a theoretical retirement in 20-30 years, but a concrete reality taking place in 2-3 years that will provide you with momentum for an amazing life.