Become a Client
Finances can get complicated. Meeting with your financial planner should be easy. Here's how we'd work together.
step 1: 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.
Step 2: 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. The onboarding meeting is 2-hours.
During the onboarding, we’ll:
define and set a timeline for your goals
organize your financial life
answer your most pressing financial questions
recommend immediate next steps
recommend a long-term plan
provide you referrals or resources
show you how to reach your goals
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.
Step 3: HOURLY or retainer FINANCIAL PLANNING
For returning clients
After our initial sessions, we’ll make plans for what follow-up may be needed.
Hourly financial planning: Follow-up meetings are $300 per 1-hour meeting, which includes preparation and a meeting summary. I’ll let you know if any additional 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.
Retainer financial planning: This option includes 4-6 meetings in our first year, and 1-2 update meetings every year after that, to keep you on track with your financial goals and investments. You’ll have unlimited access to me via email and anytime access to a secure financial planning portal, where I’ll update your financial plan regularly and as needed. Annual retainer fees start at $2400 for individuals and $3600 for couples.
Already a Just Wealth client? Click the button below for a clients-only portal.