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The goal of this video is to help you determine if I'm the right Financial Planner for you and to give you insights and questions to ask other planners during your interviewing process!

As much as I love meeting with clients in person, most of our working relationship with take place online.

Our comprehensive planning engagements start at:

$3,600 - Individual

$4,800 - Couples

This fee includes asset management services regardless of where the assets are held. This fee is subject to change based on complexities.

Our Process Starts with two FREE Discovery Meetings.

Once you decide to move forward, you'll receive a Welcome Email inviting you to:

1. Sign our Advisory Agreement

2. Access Payment Portal

3. Complete the Data Gathering Questionnaire

4. Link to Self-Schedule our First Meeting!

Our First meeting is going to start with GOALS, VALUES, and PRIORITIES!

Then we are going to walk through your most pressing questions and all the main areas of your financial plan such as CASH FLOW, INVESTMENTS, RISK MANAGEMENT, TAX PLANNING, RETIREMENT, and MUCH MORE!

I look forward to meeting with you!


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