Free Consultation Process:
Step 1: Schedule Your 30 Minute Phone Call:
Comprehensive Planning Free Consultation
Step 1 :
30 Minute Call
This is a 30 minute introductory phone 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!
Process
Sample One Page Plan
Comprehensive Financial Planning Service Calendar
Elements® Financial Monitoring System
My goal is to provide value that is a multiple of the fee. The below study is a list of the items of value that a financial planner could potentially add:
