Become a Client
Finances can get complicated. Meeting with your financial planner should be easy. Here's how we'd work together.
Free Strategy session
To learn more about Just Wealth
Schedule a free 30 minute call.
I like to call this a strategy session.
We'll talk about your life, values, and financial goals, and see if working together makes sense.
Even if you feel we're not a fit, you'll hang up the phone with at least one tip or technique that will get you closer to your financial goals.
Hourly Financial Planning
For first-time clients
Together, we'll develop your Financial Action Plan - a map to move you from where you are to where you want to be.
Prior to our first meeting, you'll receive an email walking you through how to prepare for our financial planning session.
During this 1-2 hour meeting, I'll:
learn about your life goals
learn about your money goals
review your finances
answer your pressing financial questions
show you how to reach your goals
recommend next steps
recommend a long-term plan
provide you referrals or resources
Hourly financial planning fees are $175 per hour.
For returning clients
Returning clients may choose to continue with hourly financial planning. Follow-up meetings are typically one hour.
Semiannual or annual financial planning sessions are recommended to update the financial plan.
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