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We will be financial planning partners approximately 6 months; over a 5-6 meeting process we will establish the foundation of your financial plan.

Cost: $1250 ($500 upfront; $150/ month for remaining 5 months)

Process

Cover the Basics

1

Assess/ Mitigate

Meeting 1 

Get Organized and

Address Top Concerns

Gather documents and information; address the top financial concerns

4

Manage Risk

Meeting 5

Protect Yourself and Your Assets

Insurance and Benefits Review

2

Envision

Meeting 2

Develop Life and Financial Goals

Aspirational in nature; What do you want your life to look like; What are the obstacles

5

Execute

Meeting 6

Summarize/ Prioritize/ Execute

Recap the process; review remaining key tasks for plan implementation; decide way ahead

3

Prepare

Meeting 3-4

Set Conditions for Success

Cash Flow/ Budget; Debt Management; Current Investment Analysis; Student Loan Planning

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