Free Consultation Process:

Step 1: Schedule Your 30 Minute Phone Call: 

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Comprehensive Planning Free Consultation

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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

Sample One Page Plan

Comprehensive Financial Planning Service Calendar

Baskin 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:

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