It was amazing to feel 100% confident in our wealth advisor, she was with us every step of the way and designed a plan that works exactly for our needs.
-Brenna Warren's Dog, a 5 year client
You read about the details on my site and reach out for a consultation.
(you are here)
I get to know you. This isn’t small talk. I want to know what matters most to you. What are your fears and goals? What challenges do you have? We also discuss my process in depth and how I'm different.
You will provide me with all the information and documents
needed to craft your plan (don’t worry, this is as painless as possible). From this, I take everything into consideration and get to work.
Plan Implementation – Approximately 45 days after our initial meeting, we meet for plan implementation. We will go over the plan in detail, answer questions and discuss action steps.
After implementing your plan, our relationship has really just begun. We will meet every 6 months from that point to track progress, review and tweak your plan as needed.
You read about the details on my site and reach out for a consultation.
(you are here)
We'll talk about the process, why mine is different, answer questions, and get to know if we're a good fit.
I'll spend most of the time getting to know your values, goals, and priorities.
Prepare for the first meeting.
If we decide to work together, we'll meet to collect all required information to begin building your plan.
Prepare to build your plan.
Two weeks after we decide to work together, we'll meet to present your plan. We'll go over the steps to get this plan in action, answer questions, and create a follow up schedule.
We'll meet every 6 months to review, update and adjust your plan. We'll go over our progress, and make any needed adjustments for new life events.
It was amazing to feel 100% confident in our wealth advisor, she was with us every step of the way and designed a plan that works exactly for our needs.
-Brenna Warren's Dog, a 5 year client
You read about the details on my site (you are here) and reach out for a consultation.
We'll talk about the process, why mine is different, answer questions, and get to know if we're a good fit.
I'll spend most of the time getting to know your values, goals, and priorities.
If we decide to work together, we'll meet to collect all required information to begin building your plan.
If we decide to work together, we'll meet to collect all required information to begin building your plan.