You’re ready to figure out and feel good about your finances.
I’ll help you get to the heart of your desires and figure out a strategy that’s customized for you, so you can go forward with clarity and focus.
- Are sure of what you want, but not how to get there.
- Would rather focus on other things in life.
- Aren’t 100% sure of decisions after you’ve made them.
- Are always changing course, and your plan, because you’re unsure.
If any of these describe you, I’m here to help.
I’m a fee-based financial advisor without ties to any one company. My loyalty is to you and I want you to get honest, educated advice.
How to work with me:
1 We set up a complimentary introductory appointment.
2 We get to know one another and see if we’re a good fit. (You want to like who you work with.)
3 I take a look at your situation and give you a quote. We’ll discuss the best route for you, given your situation, time and budget.
4 We sign a contract that details the scope and deliverables of your project.
5 We design your finances together and come up with a plan you’re excited about.
You’re welcome to implement your plan on your own after I make my recommendations.
*At no point will we pressure you to become a full-time client and have us manage your assets.
We want you to choose the best path for you.
Cost depends on how in-depth you’d like the analysis.
Projects generally run from $225 – $2500. As an example, $225 would be for a meeting and asset allocation that you implement yourself. $2500 is for someone with many accounts and asset-types.
You can decide how much you want to spend and we’ll plan our work accordingly. Some people come in every few months to work on one area and others do everything at once.
If you choose to have your assets managed by our firm, we charge 1% of assets under management.
Give us a call at 480.442.5816 to schedule your appointment.