I learn about you and your goals. Why are you reaching out? What problems or concerns do you currently have in regards to your finances? What are you hoping to accomplish? I share how I work with clients and answer questions you have.

After our call I will send you a proposal. If you’re excited, sign it.

Before we make any decisions about your money, I want to learn about your relationship, habits, and goals with your money. This helps me understand how best to serve you! We’ll have a meeting focused solely on what your day to day is like, how you’d like to design your life, and what obstacles you might be facing.

You’ll receive links to RightCapital, your client portal, and Google Drive, where all your documents will live. I know taking the first step can be overwhelming. If you avoid opening bills or looking at credit card statements you’re not alone. Alternatively, it might be confusing knowing exactly what I need, and I don’t want you to put off what feels like a chore. I believe we should start this process together, and once you’re comfortable I’ll let you finish on your own.

Now that I have all of your data, I’ll take the time to compile it for you so we can look at the full picture together. This is where we will revisit your goals, I’ll fill in any gaps I might see for important considerations, and we will prioritize your action items. We’ll keep a living document of Action and Completed Items.

This is where I show you exactly what steps I advise you take to achieve your financial dreams. We’ll have meetings based on each facet of your plan, including Insurance, Investment, and Account Optimization. I find that the majority of people I work with are most successful when they have a professional support system to keep them on track. Habit change is hard, but if you engage with me we can make sure your Funded Life beings now.

We meet regularly to take action on implementing your financial changes. I am available via email and scheduled appointments to answer questions and provide ongoing support. We will also regularly review your financial situation and adjust as needed.

Life isn’t set it and forget it, and because your finances fund your life they will need check-ins too. People move, income changes, families grow, or priorities shift. This is a fluid process where we will make updates and tweakments to ensure your financial habits are perfectly personalized to your life.