Ongoing Financial Planning and Investment Management
Continuous and comprehensive planning with modern technology to align your money with your values
1
Intro Call
A 30 minute introductory call to see if we could be a potential fit for you and that I would add value to your situation.
2
Solutions Meeting
A 60 minute virtual meeting to clearly identify your concerns, financial goals, and discuss immediate action steps you could take to improve.
3
Think About It!
Take the time to consider your options before moving forward with me. We want to move forward only when it's the right time for you!


Step 1: Schedule Your 30 Minute Phone Call
Specialized Service Calendar For Business Owners: Ongoing Monitoring All Year Long for Your Business and Personal Life
Q1: Jan-Mar
-
Cash Flow Planning
-
Estimated Tax Analysis
-
Tax Prep Letter
-
Savings Rate Review
-
Liquidity Review
-
Quarterly Progress Report
-
Meeting
Q2: Apr-Jun
-
Cash Flow Planning
-
Estimated Tax Analysis
-
Investment Review
-
Retirement Plan and Account Review
-
Tax Return Review
-
Quarterly Progress Report
-
Meeting
Q3: Jul-Sep
-
Cash Flow Planning
-
Estimated Tax Analysis
-
Debt Review
-
Estate Plan Review
-
Insurance Review
-
Quarterly Progress Report
-
Meeting
Q4: Oct-Dec
-
Cash Flow Planning
-
Estimated Tax Analysis
-
Tax Planning Review
-
Retirement Contributions
-
Quarterly Progress Report
-
Meeting