Financial Planning

Two women analyzing documents at office

My Process For Financial Planning

The process is simple. I want to help you reach your financial goals with peace of mind and economic confidence. I offer different packages, including hourly advice, to accommodate your needs and budget.

Comprehensive Financial Plan Package

Complimentary Consultation

During a complimentary 30-minute conversation, we will review your current situation and your future goals. I want to know about you and your dreams, how you came to be at this position in life, what's the greatest financial decision you ever made, and where you see yourself going. At the end of this 30 minutes we will both decide if we want to work with each other.

Discovery Call

A 60- minute Initial Discovery Meeting via Zoom. The discovery call is all about you, and how we can start to build you a better financial future. We will take a look at where you are today and what you want to accomplish in the future. Prior to our call, I will send you a link to Right Capital (your own personal website and app) so you can begin entering your financial information and there is a Vault so you can upload your financial documents so I can review them. You will be able to monitor your finances 24/7. We will also find out what your risk score is. After this meeting I will start on your financial plan.

Recommendations Call

I will review your comprehensive financial plan based on your financial history, where you stand today, and what your financial goals are for tomorrow. The recommendations are customized to help you reach your financial goals with peace of mind. Your plan will include a detailed action list that I will help you implement into your day-to-day life. The recommendations include the following:

  • Balance Sheet (assets, liabilities, and new worth)
  • An asset allocation recommendation for your current 401(k) or work retirement plan.
  • Life insurance & disability insurance review and recommendations.
  • Debt repayment analysis and strategy.
  • Recommendation on how to best setup your savings “buckets” to help meet your savings goals.
  • Recommendations on investment strategy based on your investment goals.
  • Recommendations on retirement planning
  • Recommendations on tax planning
  • Review of current estate plan (wills, beneficiaries, etc.)

Ongoing Check-Ins

Life can change quickly. That’s why we have semi-annual or annual check-in meetings during the year to ensure that your financial plan is still working for you and your goals. These virtual meetings can be as needed or if a major life event occurs. Additionally, you’ll also have access to phone and email support in between meetings.