The Process
1
Initial Consultation
The first step is to spend some time talking together. In this conversation, which usually lasts 15-30 minutes, I’ll tell you about what I do and how I can help. We’ll also talk about who you are and where you might need the most help. This way, we can make sure we’re a good fit to work together.
2
Data Gathering and Analysis
The second step is when we’ll take a closer look at your financial situation. I’ll ask detailed questions and request important documents to get a full picture. This step is key because it helps me see all the pieces of the puzzle so I can give you the best advice.
3
Financial Planning Presentation
In the third meeting, I’ll present a personalized financial plan based on your goals. I’ll share helpful recommendations and insights from everything we’ve discussed. We’ll review the strategies together and address any questions or concerns you have, so you feel confident and informed about your financial future.