Your Financial Prosperity Starts with the Right Plan

1. Request a virtual 30-minute introductory meeting.  During our time together we'll discuss your financial situation and specific goals.  We'll also complete an AssetMap, which gives us a little more information on what your "Financial House" looks like.  Finally, we'll schedule a Solutions Meeting to reconnect after a week or so.

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2.  During the Solutions Meeting we'll review a number of options that can help you to achieve your financial goals.  Assuming we find a solution that works for your goals, we will talk about how to implement the plan.  There are no fees to review your options and we're paid by the companies that we implement the strategies with, so you'll never write us a check.  

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3.  Implementation timelines depend on the solutions being utilized.  Insurance solutions can take a month or more to be approved and finalized.  Investments solutions are sometimes quick and easy, but depending on where the funds are coming from (think old 401(k), 403(b), 457 plans), there may be a few approvals to obtain from the plan sponsor.  

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4.  Once the solutions are implemented, we'll meet for an Annual Review to discuss results, changing needs and goals.  You can certainly reach out more often if the need arises.