This is a complimentary call to learn more about you, the financial areas that are top of mind, and your desired outcome from working together on your financial plan. We will go over the financial planning process and mutually define our expectations to make sure advice-only financial planning aligns with your needs.

Review your income and expenses over an hour Zoom to determine how we can intentionally allocate dollars to your goals. Cash flow and goals are the foundation for all plans so it’s important we start here.

An hour education and implementation session for the second topic you want to cover. An example could be setting up or reviewing your investment account(s) and making changes.

An hour education and implementation session for the third topic you want to cover. An example could be reviewing your employer benefits during open enrollment and making selections that best suite your needs.

A wrap up of our previous meetings and time for outstanding questions while you finish implementing your plan.