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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
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Gather documents and information; address the top financial concerns
4
Manage Risk
Meeting 5
Protect Yourself and Your Assets
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Insurance and Benefits Review
2
Envision
Meeting 2
Develop Life and Financial Goals
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Aspirational in nature; What do you want your life to look like; What are the obstacles
5
Execute
Meeting 6
Summarize/ Prioritize/ Execute
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Recap the process; review remaining key tasks for plan implementation; decide way ahead
3
Prepare
Meeting 3-4
Set Conditions for Success
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Cash Flow/ Budget; Debt Management; Current Investment Analysis; Student Loan Planning
Let's Connect
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