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Understanding Your Family's Unique Financial Situation

Your opportunities, challenges, and dreams

Your Financial Plan

Our goal is to help you develop a harmonious relationship between your finances and what matters to you most.  We use a proven 5-step process that will help you gain clarity regarding your values, current financial life, and future goals.  The time-frame, scope and depth of the process will depend on your specific situation.   For some, the Initial Financial Plan might consist of one or two meetings with no on-going assistance required.  For others, it will take four to five meetings to complete, cover multiple aspects of your life and will serve as the roadmap for a longer term relationship.  The implementation of more complex financial plans may take 12 months or more to accomplish.


Step 1:

Explore

  • 1 hour free consultation meeting
  • Explore your financial planning needs
  • Discuss how I can help you

STep 2:

Engage

  • Listen to your perspective
  • Get to know you, your values & Priorities
  • Gather financial data

Step 3:

Envision

  • Create vision of your ideal life
  • Refine your Goals
  • Confirm financial data


STep 4:

Enlighten

  • Summarize and clarify your values, goals and priorities,
  • Present draft of your financial plan

STep 5:

Empower




READY TO LEARN MORE?

SCHEDULE A FREE 30-MINUTE PHONE CALL