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Step 1: 15 minute introduction
Step 2: Fact Finding and Financial Outlook Exercise
Step 3: Present initial findings
Step 4: Define the scope of our engagement
Step 5: Start planning/coaching arrangements, open investment accounts, apply for insurance policies, or refer you to other professionals as determined by our prior conversations
Step 6: Monitor and adjust as needed
Financial Coaching, Planning, and Consulting
- Financial and Behavioral Coaching and Consulting
- Comprehensive Financial Planning
- Retirement Planning
- College Planning
- Debt Management Plans
- Insurance/Investment Account Analysis
- Employer Benefit Optimization
Investments
- Portfolio Management
- Retirement
- Education Savings
- Individual and Joint Taxable Accounts
- Stocks, Bonds, ETFs, Mutual Funds
Insurance
- Life
- Annuity
- Disability
- Long Term Care
- Individual Health (ACA/Obamacare and non-ACA options available)
- Supplemental Health (Accident, Cancer, Hospital Indemnity, etc.)