Become a Client

 Finances can get complicated. Meeting with your financial planner should be easy. Here's how we'd work together.


Strategy session

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. 

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Discovery meeting

After you sign up to be a client, we'll have our first meeting.

During this 1 hour meeting, I'll:

  • learn about your life goals
  • learn about your money goals
  • review your finances
  • answer your pressing financial questions

With this info, after our meeting, I'll develop your Financial Action Plan - a map to move you from where you are to where you want to be.

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delivery Meeting

During this 1 hour meeting, I'll:

  • present your Financial Action Plan
  • show you how to reach your goals

And depending on your specific needs, I may:

  • recommend next steps
  • recommend a long-term plan
  • provide you referrals or resources

If you choose the monthly financial planning package, we'll have follow-up meetings - and continue working together to tackle your Financial Action Plan.


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