provisions
With this service, you’ll receive guidance on one piece of your financial puzzle. We’ll meet over two meetings, detailed below, and then you’ll receive actionable follow-up on what to do next, why I recommend it, and how you can implement it.
Everyone is encouraged and welcome to a free 30-minute Icebreaker conversation. This will help us find out if we are a right fit before kickstarting!
investments
cashflow
estate
taxes
insurance
are you wondering…
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“I want to invest but I don’t want to support companies like Lockheed Martin and Exxon…”
“how do I even start?”
“what the heck is a Roth IRA?”
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“I’m making decent money but am still worried about my future…”
“budgeting is dreadful and I can’t find a system that works for me…”
“I have three jobs and juggling the income sources is tiring…”
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“I just turned 26 and am anxious about not being able to be on my parents’ health insurance…”
“my first job out of college has a lot of options but I’m worried I’ll pick the wrong ones…”
“some insurance agent is telling me I need to buy whole life insurance and now I’m annoyed…”
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“I’m in my 20s/30s and confused… what even is an estate plan?”
“my partner and I just had our first baby and we’re frightened about who’ll take care of our baby if we die unexpectedly…”
“I don’t want kids… do I still need an estate plan?”
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“gross.”
“I have a side gig and am worried about doing something wrong with my taxes…”
“I heard some investments have tax benefits but am clueless as to what those are…”
here’s how I can help
discovery lite
how long: 60 minutes
when: after our icebreaker meeting.
goal: I want to learn all about who you are. What do you want your future to look like? What do you want your money to support? This shapes my advice.
analysis
this is when I nerd out for you.
advice lite
how long: 60 minutes
when: about one- to two-weeks after your discovery lite.
goal: you’ll walk away feeling confident and empowered with what to do next, how to implement it, and why I recommend it.
More information.
More information can be found in this form ADV Part 2A/2B.
Contact me
Interested in working together? Fill out some info and I’ll be in touch shortly. I can’t wait to hear from you!