- 1. Free Initial Consultation
25 minutes
START HERE! Want to learn what it would be like to work with me? In this meeting we will review what you want help with. No need to bring financial documents to this initial meeting. We can meet in person or via Zoom.
- 2. Get Organized Meeting - Primarily focused on your goals/concerns. We'll go through set up of any appropriate accounts and collect any missing information. For this meeting, please have any information regarding loans, mortgages, credit card information
30 minutes
- 3. Explore Possibilities Meeting - Here we analyze and evaluate your current financial situation using our financial planning software.
30 minutes
- 4. Comprehensive Financial Plan Delivery - This is where we deliver your Comprehensive Financial Plan. We develop and present custom financial planning strategies. The goal is to commit to implementing the top one to two strategies to start.
55 minutes
- 5. Ongoing Financial Planning - Now it is time to start implementing additional strategies. We can meet quarterly to ensure that we are making progress.
30 minutes
- 6. Student Loan Review
30 minutes
This meeting is scheduled after we have reviewed all of your student loan information. In this meeting we will review your repayment options, provide you with a recommendation, and discuss advanced planning strategies.