Optimize and Enjoy Your Wealth
We will be financial planning partners for at least 12 months; over a 8-9 meeting process we will create and initiate implementation of your financial plan.
1st Year Cost: $3800 ($500 upfront; $300/ month for remaining 11 months)
Process
1
Assess/ Mitigate
1-2 Meetings
Get Organized and
Address Top Concerns
​
Gather documents and information; address the top financial concerns
4
Manage Risk
1 Meeting
Protect Yourself and Your Assets
​
Insurance and Benefits Review
2
Envision
1 Meeting
Develop Life and Financial Goals
​
Aspirational in nature; What do you want your life to look like; What are the obstacles
5
Living and Legacy
1-2 Meetings
Live the Life You Envision/
Leave Your World Better
​
Retirement Planning; Social Security Planning; Estate Planning; Charitable Giving
3
Prepare
1-2 Meetings
Set Conditions for Success
​
Cash Flow/ Budget; Debt Management; Current Investment Analysis; Student Loan Planning; Tax Planning; Education Planning
6
Execute
1 Meeting
Summarize/ Prioritize/ Execute
​
Recap the process; review remaining key tasks for plan implementation; decide way ahead
Let's Connect
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