The Waypoint
With this service, you and I will meet for a one or two hour strategy meeting. You will be able to ask specific questions and receive actionable guidance with a clear, jargon-free follow-up report delivered afterwards.
Strategy Meeting
Your one- or two-hour strategy meeting is very helpful for addressing different Waypoint Topics, such as:
The Debt Payoff Strategy: I have extra cash each month, should I pay down my student loans or invest it?
The ESG Audit: How can I use my money to support the causes I care about while still saving for retirement?
The "Merging Money" Plan: How can my partner and I combine finances?
The Benefits Review: My employer offers a lot of different benefits, but which ones are right for me?
The "Rent vs. Buy" Analysis: Can I afford to buy a home in this market?
Do you have different questions?
Please let me know! Schedule an Icebreaker Meeting and let’s see how we can work together!
Clear Summary Report
After your Strategy meeting, I will curate a jargon-free summary report with visuals and actionable next-steps, such as:
The Debt Payoff Strategy: Given your goals, time horizon, loan interest rate and term, you can…
The ESG Audit: Here’s a list of companies actively participating in causes you support, and here’s how you can invest in…
The "Merging Money" Plan: You and your partner seem to agree on…, and disagree on… Have you tried…
The Benefits Review: Since you’re in your late twenties, you don’t really need…, but you should really consider…
The "Rent vs. Buy" Analysis: Based on your income and expectations, it looks like you can…
**These are fictitious examples and do not involve any client of Just Advising.**
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!
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!