Real financial planning made accessible to you.
Our Services
Before making any recommendations, we take the time to truly listen and understand your goals, challenges, and concerns. Through open and empathetic dialogue, we forge a deep connection that allows us to craft a financial strategy that aligns perfectly with your vision for the future.
Everyone’s situation is unique. We will tailor our process and services depending on your circumstance.
Assess Fit
Goal: Gain deeper insight into your situation. Understand who and what is important to you.
Takeaway: Determine if we are a good fit to work together. Gain clarity of any pressing issues and understand who you are.
*If we decide to move forward, we will provide you with the contract and follow-up with the next steps. If we are not a good fit, we will do our best to refer you to someone else!
Before diving into any commitments, we offer a complimentary meeting to assess whether we're a good match to work together. We prioritize transparency and will quote you a fee without applying any unwarranted pressure to sign up.
All About You
Goal: Understand your values, money mindset, goals and aspirations.
Takeaway: Understanding your values and goals will help us create a financial plan that aligns with what matters most to you.
Vision Meeting
Setting the Foundation
Spending Plan & Credit Meeting
Goal: Gain clarity and control of your income and expenses and plan for the unexpected. Review your credit report to ensure accuracy.
Takeaway: Have you heard the saying, “it’s the little things that count?” Crafting a spending a plan lays the foundation to build wealth.
Protecting Your Wealth
Insurance & Estate Planning Meeting
Goal: Protect your loved ones by ensuring you have adequate insurance and a proper estate plan in place.
Takeaway: While we remain optimistic, we also anticipate and plan for potential challenges. Building wealth involves establishing the necessary safeguards to mitigate risks during catastrophic events.
Building Your Wealth
Investments & Tax Planning Meeting
Goal: To understand what you’re invested in and develop an investment strategy to meet your goals. Prepare for taxes and explore different tax strategies.
Takeaway: Ensure that you are set up with investment strategy and plan for taxes to build generational wealth.
Ongoing Support
Quarterly Life Updates & Reviews
Goal: Make necessary adjustments and tackle your to-do list together.
Takeaway: Ensure that we are not only making recommendations on what needs to be done, but actively assisting you in completing those tasks.
Fees
Typically, firms mandate a minimum level of assets to engage with a client, limiting financial planning to high-net-worth individuals. In our commitment to serving the underserved, we purposefully refrain from imposing such minimums, ensuring accessibility to financial planning for all. The fee depends on the complexity of the client: