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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

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