Schedule an initial consultation where we assess your current financial situation and determine your next best course of action.
Share your financial statements for us to analyze and create a customized plan with easy-to-follow action items.
Execute on the actions items and strategies assigned in the financial plan.
We bill an hourly rate for financial planning as a stand alone service.
We do not require that you invest with us in order to receive help. It goes the other way around too: we can help you manage your investments as a stand-alone service.
You will get 4 tailored, personalized deliverables. It includes your net worth statement, cash flow plan, financial plan executive summary that includes all the analysis, action items checklist.
We will need to update your financial plan when a major life event happens such as you losing your job, you get a pay raise or large bonus, you got married or have children, you want to buy or sell a home, etc.
Typically, clients who hire us strictly for financial planning and not for investment management will come back to us to update their plan every 1.5 to 2 years.