OUR PROCESS
This may be your first time working with an advisor, so our first few meetings are designed to set the groundwork on your finances and how you think about money.
But first – are we a good fit? Schedule a free 30-minute consultation
OUR PROCESS
This may be your first time working with an advisor, so our first few meetings are designed to set the groundwork on your finances and how you think about money.
But first – are we a good fit? Schedule a free 30-minute consultation
Process for both Ongoing Planning and One-Time Financial Plans
Let’s get to know each other. We’ll discuss your goals, concerns, and address any pressing issues.
We’ll help you gather the ridiculous amount of data we need to develop your financial picture, even if you feel like it’s all over the place.
We dig into the details. Do you ever think “where does all my money go?” We will get a clear idea of the money coming in and then where it goes. This will help us make decisions about spending and saving for your goals.
We’ll help you feel knowledgeable about investing and you’ll walk away with our personalized investment recommendations.
Process for both Ongoing Planning and One-Time Financial Plans
Let’s get to know each other. We’ll discuss your goals, concerns, and address any pressing issues.
We’ll help you gather the ridiculous amount of data we need to develop your financial picture, even if you feel like it’s all over the place.
We dig into the details. Do you ever think “where does all my money go?” We will get a clear idea of the money coming in and then where it goes. This will help us make decisions about spending and saving for your goals.
We’ll help you feel knowledgeable about investing and you’ll walk away with our personalized investment recommendations.
After we build the initial plan, let’s plan to catch up at least three times a year.
Tax planning
Cash flow and savings review
Check-in on goal progress
Student loans/education funding
Insurance review
Estate planning
Rebalance investment accounts
Equity compensation review
Employee Benefits/Open Enrollment
End-of-year tax planning
Reach out at any time! We want to hear about big life events. Getting a new job?
Having a baby? Thinking of buying a house? We can help you think through all of these changes.
After we build the initial plan, let’s plan to catch up at least three times a year.
Tax planning
Cash flow and savings review
Check-in on goal progress
Student loans/education funding
Insurance review
Estate planning
Rebalance investment accounts
Equity compensation review
Employee Benefits/Open Enrollment
End-of-year tax planning
Reach out at any time! We want to hear about big life events. Getting a new job?
Having a baby? Thinking of buying a house? We can help you think through all of these changes.
Reach out at any time! We want to hear about big life events. Getting a new job? Having a baby? Thinking of buying a house? We can help you think through all of these changes.
