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Financial Planning

Consultative Financial Planning Process with Investment Guidance

Step One: Initial Phone Meeting

  •  A 15-minute phone call to see if we are a good fit

Step Two: Discovery Meeting 

  • Building your Life Map

  • Review of your financial statements and tax return

Step Three: Second Opinion Meeting

  • Presentation of your Life Map, your goals, and values

  • Feedback on financial statements and tax return

  • Mutual commitment 

  • Account opening and transfers, if applicable 

Step Four: Financial Plan Implementation Meeting 

  • Meeting with your financial team, CPA, and attorney

Step Five: Ongoing Progress Meetings

  • Continuous Dynamic Financial Planning because life is ever-changing

Conference Room

Fees for this Service

Our ongoing financial planning consists of a fee that is paid quarterly in advance. Fees for this service may be paid by debit/credit card. 

The fees listed on this page are for your convenience. Please refer to our ADV Part 2A/2B, Item 5 for detailed information regarding the exact fees you will be paying. Even though we give advice on insurance, please note by choice, we do not sell any insurance products as it could be a conflict of interest.

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