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Comprehensive Planning and Investment Management 

Step 1 :

30 Minute Call

This is a 30 minute introductory call to see if I could be a potential fit for you and that I would add value to your situation.  

Step 2 :

60 Minute Virtual Meeting 

This is a 60 minute virtual meeting to clearly identify your concerns, financial goals, and discuss immediate action steps you could take to improve.

Step 3 :

Think About it!

After going through my process, I want you to take the time to consider your options before moving forward with me. I want to move forward only when it's the right time for you!

Sample One Page Plan

Step 1: Schedule Your 30 Minute Phone Call: 

Comprehensive Financial Planning Client Experience and Service Calendar

Baskin Financial Planning Client Expereince
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