Financial Planning
Financial Planning
Financial Planning is a collaborative relationship between me and you regarding your finances. I'll be your guide on a path of your choosing based upon your goals and objectives. Our relationship will start with getting organized and as our relationship continues to grow, the foundations we build will grow stronger and help to support the future you are working for and navigate challenges you face.
1 - LISTEN
My first step is to learn more about you. What are your goals, your values, your concerns? What is your life like?
2 - GATHER
We will work together to gather all your information as it pertains to your financial life.
3 - REVIEW
We will review the information we've gathered and confirm my understandings of your financial life.
4 - DEVELOP
This is where I get to work behind the scenes. I will research various financial options and scenarios to develop a plan to move towards the objectives we've mapped out.
5 - PRESENT
We will meet so I can present a thorough analysis of your financial situation now and moving forward.
6 - EDUCATE
I will review the pros and cons of your options. We will collaborate on the strategies that make the most sense for you.
7 - IMPLEMENT
We will develop a timeline with specific action steps for you to implement. While we are happy to help with this step, you are under no obligation to use our services for this step.
9 - MONITOR
Here I am your accountability coach to help keep you on course. Sometimes things cause a shift and I'll be here to navigate a new course to your goals.