facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

GUIDING YOU TO FREEDOM

Life & Financial Planning


After the three Life Planning meetings, we transition into the Financial Planning onboarding process. This initial onboarding is usually conducted over 6-8 weeks and includes approximately three 60 minute meetings to facilitate the process. This process allows us to build an overall picture of your financial world, and to prioritize the sequencing of the work. From there, we work in partnership, with me as your guide, to tackle one project at a time. 

After the initial onboarding, we will have one standing meeting per quarter. Over the course of each year, these four meetings will ensure we discuss and check in on every important element of your financial life.

I am also your on-call financial guide to contact as questions and new situations arise. We will schedule calls or meetings as necessary to address whatever is happening in your financial life.


The tools of comprehensive financial planning are how we build the financial architecture to support your great life we defined in Life Planning.

The below graphic outlines the different topic areas we can focus on. Of course, these topics will be tailored to specifically address what is most important to you.

financial planning services graphic

Get Started Here

Start Here