Initial Consultation
(30 – 45 minutes)
Our first conversation is an opportunity to explore your financial questions and concerns.
If we both decide our working together would be a good fit and agree to move forward, we will formalize our partnership with an engagement letter, setting the stage for the next steps.
In-Depth Discovery Session
(45 minutes – 1 hour)
This session is designed for a comprehensive examination of your financial landscape.
Together we will review your financial information, and ensure we have a complete understanding of your current financial situation.
Before this meeting, you will receive instructions for securely submitting necessary documents to your RightCapital portal.
Setting Goals and Values
(1 hour)
Identifying your core values and objectives is essential before we can formulate your tailored financial plan.
This discussion aims to help identify your personal values and aspirations.
Gaining insight into what matters most to you and your loved ones enables us to devise a uniquely tailored financial plan.
Presentation of Your Custom Financial Plan
(1 – 2 hours)
In this meeting, we will present your comprehensive financial plan, detailing each recommendation and strategy.
This often includes strategies to make your financial situation more efficient, such as strategic tax savings and cost savings.
Implementation and Ongoing Support (as needed)
Some clients implement the plan on their own. Others prefer help implementing and periodic check-ins as life changes. We can assist on an hourly, as-needed basis, and coordinate with your CPA and estate planning attorney at your direction when appropriate.
Regular check-ins can be scheduled in advance (often 1–4 times per year) to keep your plan aligned with life changes. These meetings are optional and billed hourly.
Ready to get started?
