FINANCIAL LIFE PLANNING

To find out what really matters to you and how we can align money to it

CREATE A FINANCIAL PLAN

THAT ALIGNS MONEY TO YOUR BEST LIFE 

What you get:

  • We uncover your values, goals, and what's most important to you

  • We create a comprehensive financial plan and work together to implement it

  • Multiple meetings the first few months to implement the initial plan

  • 6 month check-ins for a financial life checkup and keep you accountable to your goals

  • Unlimited e-mail and text access to a Financial Planner for any financial questions or for a second opinion

  • You can have your investments managed (but not required)

  • You will receive the  foundations of Money Coaching

Who is this for?

  • Individuals who are preparing for life transitions (ex. - marriage, home ownership, children, retirement)

  • Anyone who feels lost in life or is looking to make a career change

  • Creatives who want to focus on their passions or have non-traditional goals and need help on the money side

  • New graduates who want to jump start their savings and financial future

  • Individuals who need specific insurance, investment, or financial advice and guidance

What areas of financial planning do we cover?

  • We look into your cash flow to keep you on track with your goals

  • I inform you of what financial risks you're exposed to and see which risks to cover

  • I educate you on different ways to save and grow your money

  • You will find creative ways to keep money that would be going towards tax

  • We dive into your values to make sure how you spend your money is aligned

  • We include charitable giving and donations into the plan if needed

Together we will cover all the relevant areas of financial planning, from risk management to tax planning. However, my approach is to focus most of our energy on you life. We spend a lot time talking about your history, your transitions, your principles, and your goals so that the financial planning advice is not focused on your return on investment, but instead your return on life

What is the process?

ENVISION

PLAN

IMPLEMENT

                                                                                              PLANNING LITE           PLANNING ESSENTIALS           PLANNING PRO

Goal Setting & Transition Planning - yes,yes,yes

Investment Portfolio Analysis - yes, yes, yes

Insurance Needs Review - yes,yes,yes

Plan to Crush Debts - no, yes, yes

Mindful Money - Initial Coaching Calls - no, yes, yes

Spending Awareness & Budgeting - no, yes, yes

Automate Finances - no, yes, yes

Optimize your Banking - no, yes, yes

Group Benefit Explanation - no, yes, yes

​Ongoing Tax Planning - no, yes, yes

Value Planning and Life Planning - no, no, yes

Impact Planning and Legacy Giving - no, no, yes

Retirement & Distribution Planning - no, no, yes

Estate Planning - no, no, yes

# of Financial Check-ups - 0, 1, 2

Anytime Access to a Second Opinion, no, no, yes

NEED EXTRA SUPPORT IN TAKING CONTROL OF YOUR FINANCES? NEED EXTRA ACCOUNTABILITY TO ELIMINATE DEBT OR TO BECOME AWARE OF YOUR SPENDING?

CHECK OUT OUR MONEY COACHING PROGRAM - MINDFUL MONEY

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