In this discovery call we will:
- Get clarity on what your main financial goals are so that we both know what you’re trying to achieve
- Discuss what financial planning entails, and if it makes sense for you
- Answer any questions you have about if and how I can best help you
Becoming wealthy doesn’t happen overnight.
It starts with one step forward in the right direction.
Let’s make that next step, together.
Sign up below:
What happens after our call?
If we decide to work together, we will go through a three step process to create a comprehensive financial plan for you. The plan will give you step by step recommendations so you can achieve your financial goals and live the life that you want.
Here are the three steps:
We will take inventory of all of your financial information – bank, investment, retirement accounts, insurance policies, Trust documents, and more. The goal here is to know exactly where you are financially at this moment in time.
Our next step is to have a 60-90 minute meeting where I ask you a lot of questions about all the financial (and life) goals you are trying to achieve. This meeting is about you dreaming big, and imagining the life you’ve always wanted.
We made it! Now, in another 60-90 minute meeting, I get to show you your financial plan. The plan will show you exactly what you need to do to get from where you are today, to where you want to be in the future (your financial + life goals). I will give you a list of clear, actionable steps that you need to take to achieve all of your financial goals.
Sounds good so far – how much?
Great question! Your investment in this process is a one-time fee of $2,497. That investment includes:
- Getting Your Financial Life Organized (All In One Place)
- Discovering, And Writing Down, Your Financial + Life Goals
- Clear, Actionable Steps To Achieve Your Goals
I’m in – let’s get started!
Not ready to get started? That’s okay!
To start making financial progress, you can check out these free resources to help you make good decisions with your money.