Trust and empowerment every step of the way.
The comprehensive care model is a collaborative approach that helps bring order to your financial life and creates a space where you can get excited about and take action towards the life you want. We work together to anticipate your life changes and financially prepare for them by regularly assessing any transitions that might come and creating the action plan necessary to address and manage them ahead of time.
During the first year, we usually meet between six to eight times and then quarterly or semi-annually following, depending on what’s going on in your life. The meetings last an hour to an hour and a half, and the first three typically happen within three to four weeks of each other. However, we adjust to whatever pace suits you.
This service also includes:
- Notes and easily digestible planning materials after every meeting.
- 24-7 access to your client portal to help keep all aspects of your life in one place.
- Collaboration with other professionals to ensure comprehensive planning.
- Unlimited email support from me whenever questions arise.
The following is an overview of what you’ll experience.
Goals and Values Clarification Meeting
We clarify what money means to you and how you want it to serve you.
Get Organized Meeting
We assess where you are now by bringing your entire financial life into one place. We review and discuss your assets and liabilities, as well as your current income and expenses. This meeting will also explore how the new system works.
Spending Plan Creation Meeting
We develop a thoughtful, intentional process for how you can specifically start to save money and pay down debt, build choice and opportunity in your present life and fund your future wants and needs. We focus on habits and automation to ensure that you stick with your planning.
Spending Plan Refinement Meeting
We check in on the system we’ve set up for you. We review questions on implementation, assess your progress and give you direction where to go from here.
Comprehensive Review Meeting
We maximize opportunity in your insurance planning, tax planning, estate planning documents, investing and any other financial aspects affecting your life. We will address specific questions or concerns about those areas of your life, as well as establish a timeline for you to implement my specific recommendations.
We check in on the implementation of your planning and make any adjustments that we need to in order to continue towards your progress
Annual Renewal Meeting
We review your progress with the implementation of your tasks and discuss your continued need for ongoing support and next steps as we go into each new year of planning.
Enjoy your life
One of the many benefits of working with a financial life planner is having the chance to regularly discuss and refine your vision for your life. My job is to help guide you in making the right financial moves so you can achieve that vision and navigate any obstacles you might encounter along the way.
Good planning is a continual process, not a one-time event. And knowing that you have the right financial foundation helps give you the peace of mind that allows you to focus on the things most important to you.
That is why I love doing what I do—I help people like you live their best life.