Purpose: This is a no-pressure conversation where we get to know each other. I’ll ask about your goals, priorities, and financial challenges. You’ll learn about my process, the value I bring, and how we can work together. We’ll discuss whether my services align with your needs.

Outcome: By the end of this meeting, you’ll have a clear understanding of what I offer and can decide if we’re a good fit to move forward.

Purpose: This step is all about digging deeper into your financial life. We’ll talk about your income, expenses, investments, debt, and future aspirations. Together, we’ll identify your top priorities—whether that’s early retirement, managing equity compensation, or saving for a big goal.

Outcome: You’ll leave this step feeling heard and confident that I have a comprehensive understanding of your finances and goals.

Purpose: We work together to create a plan that fits your unique life and goals. I’ll present preliminary strategies and explain the options available to you. You’ll have the opportunity to ask questions and provide input so the plan feels personalized and achievable. This process is iterative—I welcome your feedback to ensure the plan reflects your values and priorities.

Outcome: You’ll feel empowered knowing that your plan is designed with your active participation and aligned with your long-term vision.

Purpose: I’ll present your finalized financial plan and set the stage for action. We’ll review each component of the plan together, including recommendations for investment management, tax strategies, and retirement savings. I’ll guide you through the next steps for implementation, whether that’s rolling over a 401(k), setting up an investment account, or revising your budget. You’ll receive a written plan that clearly outlines everything we discussed.

Outcome: You’ll leave this step with a clear, actionable roadmap and the confidence to start putting your plan into motion.

Purpose: Financial planning is an ongoing process, not a one-time event. I’ll monitor your progress, adjust strategies as your life evolves, and keep you on track to achieve your goals. You’ll have regular check-ins with me to review your plan, ask questions, and make updates as needed. I’ll proactively share new opportunities, tax strategies, or market insights that could benefit you.

Outcome: You’ll feel supported every step of the way, knowing I’m here to adapt your plan to life’s inevitable changes.