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, I hope to provide you at least one tip or technique that will get you closer to your financial goals.
Financial Planning ONBOARDING
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 and second meetings, you’ll receive emails walking you through how to prepare. Each onboarding meeting is 1-hour.
During the first meeting, I'll:
learn about your life goals
learn about your money goals
review your finances
answer your most pressing financial questions
During the second meeting, I’ll:
show you how to reach your goals
recommend next steps
recommend a long-term plan
provide you referrals or resources
You’ll also have continuous access to my secure online financial planning portal during and after our sessions that we’ll personalize for your unique financial situation.
Onboarding fees are $600 for individuals and $800 for couples.
HOURLY FINANCIAL PLANNING
For returning clients
After our initial sessions, we’ll make plans for what follow-up may be needed.
Semiannual or annual financial planning sessions are typically recommended to update the financial plan.
Hourly financial planning fees are $200 per hour, not including any preparation that may be needed. I’ll let you know if any preparation needs to be done ahead of time.
Note: Hourly financial planning is available for clients who have worked with Just Wealth within the last year.
Already a Just Wealth client? Click the button below for a clients-only portal.