When you work with me, my goal is to provide you with objective financial advice that lets you to chase your passions so you can live the life you deserve.
First, we’ll get to know one another by email, followed up by a phone call. During these conversations, we’ll review the services you’re needing, as well as the objectives that are most important to you. After discussing the high-level aspects of your financial situation — including any pressing concerns and questions you have — we’ll have a better understanding of how we might work together.
After we’ve had our introductory phone call, we’ll schedule a two-hour, $500 X-Ray Appointment where I will review all your tax returns and financial statements — as well as your goals — and deliver some initial recommendations based on the information you have provided me. If you decide to move forward with my annual retainer, the $500 will then apply to that cost.
Once you have decided to move forward with my annual retainer, we’ll then schedule about six to eight meetings throughout the year to discuss your finances, goals and progress towards achieving your objectives. During these meetings, I will provide you with recommendations, as well as education, so you get maximum value out of the relationship.