Initial Consultation Call
Nice to meet you! Schedule a quick call to learn more about my practice to see if we are the right fit to help with your financial planning and wealth management needs. No charge, no obligation and no pressure. Ever.
Initial Financial Planning Meeting
1 hour 30 minutes
Congratulations on taking an important step toward achieving your financial goals! In this discovery meeting, we will help define and quantify your goals and objectives, as well as take a deep dive into your current financial situation to start creating your road map towards future success.
Coffee or Lunch
Face-to-face and casual, conversation within the greater Denver area
Quick Question Call
Have a question you'd like to discuss? Avoid the phone tag and schedule a time for a quick call.
Financial Plan Update
If you've had a change in your current financial situation, we may need to update your financial plan. Plan on 30-90 minutes, to discuss any potential adjustments within your plan.
Quarterly Progress Call
If you are a financial coaching client, we want to make sure to stay on top of changes that are happening more regularly in your life (job/income changes, growing families, home purchases, etc). Schedule your Quarterly progress call today so we can update your plan accordingly and discuss next best steps.
In this meeting, we will discuss any changes that are pertinent to your situation, review your financial priorities, and look back at the progress made toward these goals.
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