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.
ONGOING FINANCIAL PLANNING
For returning clients
Returning clients may choose to continue with hourly financial planning or access retainer financial planning.
We'll have regular follow-up meetings, you'll have unlimited access to a financial planner - and we'll continue working together closely to tackle your Financial Action Plan.
Semiannual or annual hourly financial planning sessions are recommended to update the financial plan.
Already a Just Wealth client? Click the button below for a clients-only portal.
Retainer financial planning fees are 1.5% of income, per year.