1:1 Power Session
Me and you on zoom reviewing your financial life, discussing strategy, and putting together a gameplan all using RightCapital financial planning software.
Here is how it works:
1. Sign up using the link below to create your profile in RightCapital financial planning software. No need to link your accounts in the software just create manual entries.
2. I will send you a client agreement to sign electronically.
3. Book a spot on my calendar. Send me an email with a brief summary of your financial situation and any pressing topics to cover.
4. We will have a one hour zoom call to walk through your financial portal. I will answer any questions and share my thoughts on your current situation.
5. Send me additional items as needed and we will then schedule a 30 minute zoom call to discuss final recommendations and your next steps.
6. I will send you a final report after we meet including your Net Worth Statement, Cash Flow projections, and my recommendations.