The process starts with a fit meeting to determine if you and I would would well together. This fit meeting is at no charge and is done in-person or virtually via zoom.
How do I provide Financial Advice?
Throughout our relationship, we work together to build a Financial Plan to help you take control of your Financial Narrative. What you receive is limited to our engagement scope, whether it is a single matter like budgeting or a holistic approach that encompasses your entire Financial Narrative.
I have worked hard throughout my life to build knowledge in the Financial field. I can promise you two things: One: I do not have all the answers but will do my best to get you an answer. Two: Your account balances will fluctuate over time - investing for the long term is not a straight line.
First: Assets Under Management model - In this model, the majority or all of investment accounts are held through my management. Your assets pay for the majority of the advice given. A Subscription based charge is applicable for relationships with less than $250,000 held through my management if you choose to have more than investment management services
Second: Advice as a Subscription model- In this model, all investment accounts are held outside of our relationship and you are billed monthly for the advice given. This area is great for a Do-It-Yourself individual or family that just wants to ask a few questions now and again but wants to retain as much control over their journey as possible.
What do you receive?
Items received are based on the scope of our relationship. A full financial planning engagement includes:
- A detailed summary of your plan and actionable items
- Investment Recommendations
- Social Security Strategies
- Cash Flow
- Net Worth Statement
- Access to a Third Party Software - Clic-Client powered by Emoney Advisor.
- A personalized calendar, so you know what to expect from our continued relationship, including:
- Ongoing investment reports on your client schedule
- When we would discuss changes to your financial plan
You can learn more by visiting my Frequently Asked Questions page here.