There are a few different ways to work with me. For some clients, a single meeting is all they need. Other clients wants a detailed financial plan and regular meetings. This page lists all those options.
If you don't find a plan that fits your needs, email me and we'll work something out. I pride myself on being flexible and making my clients happy.
I know that getting away from work or home to meet with a financial planner is tough. I work virtually, which means most of my meetings are done via phone or video conference during hours that work for you. I work with clients nationwide. If you would prefer to meet in person, I would be happy to arrange a meeting.
For all the plans listed below, my goal is to help you achieve financial success on your own terms.
Searching for a financial planner who will be with you every step of the way? This is your best option.
I will provide a customized financial plan, update it periodically, and be your on-call advisor.
This plan includes:
For clients who have already paid for a Quick Start Session within the past 12 months, I subtract that cost from the initial payment for the Comprehensive Financial Planning option.
If you have a handful of issues you'd like to tackle, it may be a better value to do a Quick Start session. We can discuss a wider variety of issues and I'll make sure you leave with a clear set of action items you'll need to get on the right path.
Here's what you'll get:
Just looking for some quick directions for your financial trek?
Perhaps you just need a second opinion on your retirement strategy or an overview of how to start a college savings account, then this option is for you.
Let's chat about your most pressing financial need. Here are some examples of services I can help you with.
Financial Wellness is a topic near and dear to my heart. Hire me to deliver an educational workshop to your employees, club, or a group of your closest friends. I can create a workshop specific to your interests or you can choose from my existing workshops.
My fees vary depending on topic, location, and audience size. Please contact me for a specific quote.