Your Financial Plan

We will work together for three months through a series of zoom meetings using RightCapital financial planning software to get organized, analyze your current situation, list out your goals and dreams, discuss what keeps you up at night, and create your financial plan going forward. You will walk away with a detailed financial plan covering everything we worked on throughout our engagement. After three months you can decide to continue our relationship at a reduced rate.

Cost:

$300 Per Month for 3 Months

How it Works:

1

 Access your Client Portal, enter your info and link your accounts. I provide you with step by step tutorials to set it all up. We will complete a walk through and verify all your info in the discovery meeting. 

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2

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Discovery meeting. We will discuss your situation along with your biggest concerns, goals, and dreams. We will prioritize urgent items down to the changes we can implement over time.  

3

 Get Organized Meeting. We will view your entire financial picture in one beautiful interface. You will be able to create a budget, monitor your spending, track your net worth, and view your investments. I provide you with ongoing tutorials to ensure you get the most out of your portal. 

4

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Explore possibilities meeting. We will have a screen sharing session discussing strategies, what if scenarios, and playing with numbers inside your portal. This is where we can get creative and see what the future could have in store for you. Together we will make informed decisions on the best way to move towards your goals.

5

Plan delivery meeting. I will provide recommendations, strategies, and a financial plan to help reach your goals. Enter your email and I will send you a sample plan. 

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Ongoing Financial Planning

We can keep working together after the initial 3 months for a cost of $200 per month. Here is what is included:

Ongoing advice and support through email, phone, video, or in-person meetings. Goal and progress tracking using the client portal. Availability to discuss any major life event or if just want to run something by me before making a decision. Scheduled quarterly reviews to go over everything. 

Remember that I am a fiduciary financial advisor. I put your interests above all else. I do not sell any products, receive any commissions, and have no conflicts of interest. 

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Cost:

$200 per month