Not sure where to start? This is it, in three steps.
If you’re feeling stuck in a rut, not sure if you’re where you should be and concerned that your current plan isn’t getting you where you want to go, this package is for you.
The best place to start is right where you are – with a financial planner by your side. Over the course of three 90 minute one-on-one sessions we’ll take stock of where you are today and what you can do to make tomorrow better.
Session 1: Getting to know you
You’ll tell me about what you want to accomplish in life, what’s most important to you and where you’re struggling. We’ll gather information about your current financial situation, identify quick wins, opportunities and areas of concern.
Session 2: Making a plan
Now we’re ready to design a strategy for using your money to create a life you love. You’ll pick your top goal* and I’ll crunch the numbers to help you figure out how to turn that dream into reality.
Session 3: Investing 101
Once you know where you’re going and how you plan to get there, it’s time to put your money to work for you. In this session we’ll figure out your “investor persona” and design a personalized investment plan that is easy to implement and maintain.
How it works
- Three 90 minute one-on-one coaching sessions
- Written personalized plan, containing
- Values and goals (what’s important to you and what you want to accomplish)
- Net worth statement (what you own and what you owe)
- Cash flow analysis & budget template (what you earn and what you spend)
- Actionable plan to achieve your goal (how you’re going to make it happen)
- Investor profile and investment plan (how your money will work for you)
- Unlimited email access, while we are working together I’m at your disposal!
Investment: $700 (payment plans available)