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Why An Ongoing Relationship?

Because your future is uncertain and impossible to project.  So, instead of making assumptions, we remain agile and dynamic.  Think of us as your financial and life coach. As your life changes, your goals will evolve and we'll be there every step of the way, making changes as we see fit.    We also don't want to overwhelm you with seemingly exhaustive list of action items.  Rather, we focus on the most important issues first. We assess your most urgent need, formulate a plan to address it and, in time, move on to subsequent areas. Eventually, each aspect of your financial life will be carefully constructed.  As your coach, I am here to help whenever necessary.

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Focused session

Whether it's due to cost, time restraints or interest, many Millennials aren't yet ready to work with a financial planner on an ongoing basis.

That's okay.

We believe that everyone deserves access to a CERTIFIED FINANCIAL PLANNER™ and personal wealth coach, regardless of their net worth or budget.  Therefore, we've put together a specialized service that focuses on your most important needs.

For an affordable one-time fee, we offer:

  • A 60-minute in-person/video-conference call to understand your circumstances, needs, goals and desires.

  • A written follow up document 8-15 pages long) that communicates our recommendations.
  • An investment policy statement (IPS) detailing a personalized investment strategy.
  • Investment accounts at TD Ameritrade (optional for additional cost)
  • An "implementation" schedule detailing what steps need to be taken to implement our recommendations and includes technology resources to monitor and maintain the plan.

Any planning needs outside the scope of this deal will be available at an hourly rate.

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