Financial planning isn’t an isolated event. Having an idea of what your financial future looks like is a great thing, but you may quickly realize that there are competing financial priorities.

Wealth Planning looks at every step along the path of achieving your financial goals, giving you full access to a financial planner to work with on an ongoing basis.


Our first visit together is a casual conversation about what you’re looking to achieve. I’ll ask questions like

  • Where do you see your family in 5, 10, or 20 years?

  • What does retirement look like to you?

  • What makes you the most happy?

  • What concerns you about the future?

This conversation will help us understand your goals and values and how to apply the right financial tools and principles to achieve them. By the end, we both have a list of what you’d like to do and where you’d like to be. Your list might include items such as

  • Save for my childrens’ college education

  • Retire at age 55

  • Pay off my mortgage in 5 years

  • Find the right investments for my 401(k)

  • Find ways to decrease my taxes

We then have a conversation about how my services can best fit your situation. After our meeting, I’ll send you a short email summarizing our visit and how my services can be of use to you. You then decide if you’d like to work with me. Ultimately, we both need to be a good fit for each other

Length of Getting Started: 45 to 60 minutes


Once we’ve decided to work together, the homework begins. One of the biggest obstacles to anyone’s financial success is getting organized. Over the course of several meetings (either over the phone, via email, or face-to-face) we work together to get all of your important financial documents in one place. These documents include

  • Retirement account statements (401k, IRA)

  • Loan documents (mortgage, student loans, credit cards)

  • Tax returns

  • Social security statements

One of the services I provide is a “real time” view of your net worth. It’s one of the best ways to track your financial progress.

To do so, we’ll use an account linking service through my financial planning software--RightCapital. During this step, we’ll get all relevant accounts linked and viewable in one place.

Length of Becoming Financially Organized: 2 to 4 meetings


Now that all of your financial documents are gathered and organized, I roll up my sleeves as your financial planner and get to work.

Building your financial plan is a balancing act between knowing where you want to go (from our first meeting) and where you are right now (from your financial information.)

This financial roadmap usually takes a couple of weeks once all your documents are organized. Using the latest tools in financial planning technology from RightCapital, I create a plan that makes sense to you.

If there are shortcomings to reaching your goals, I’ll tell you. If you’re knocking the ball out of the park, I’ll tell you that too.

The whole purpose to building your financial plan is to see where you are and how we’ll get to where you want to be.

By the end of this process we’ll have built your financial plan in RightCapital which you can view at any time. You’ll also have a 1-2 page Wealth Planning Summary which we’ll use as our guide at future meetings.

Length of Building Your Plan: 2-3 weeks


As we continue to meet each quarter (on the phone or face-to-face), your Wealth Planning Summary will be our compass. Your Wealth Planning Summary will show

  • Which goals you’ve crossed off your list

  • Which goals still need work

  • A Net Income Statement tracking your wealth

  • A list of strengths and opportunities in your financial plan

  • Tasks to complete in the coming quarter

Like almost everything in life, financial goals can change. As changes happen, we’ll make adjustments to your financial plan along the way whenever necessary.

You’ll also have full-time access to me as your financial planner. If you ever have any questions you can contact me directly.


Wealth Planning is provided on an ongoing basis. There are two tiers of service. The initial upfront fee is $500 with an ongoing fee of $300 to $500 each quarter, depending on complexity. The fee may be negotiable in some cases.

Ready to Start?

If you'd like to get started or if you have questions, feel free to schedule a meeting with me.