Clarity of Values & Vision
You deserve to work with a financial guide who truly understands and supports your unique values.
Your personal values significantly influence your actions, relationships, and everyday life. They serve as a compass, guiding you through pivotal financial decisions, shaping your personal development, and defining the trajectory of your future. Everyone possesses a distinct set of core personal values, and what is important to you may not align with the values of your friends, family, or coworkers. What is the magnitude of this? Your financial decisions should and will be different. When we don't align our financial decisions with our core values it causes internal dissatisfaction which can pour over into relationships, careers, and every aspect of our existence. Taking the time to clarify, recognize, and integrate your core values into financial decisions ensures that you live your financial life in alignment with your values.
All the aspects of our finances are interconnected.
Whether we recognize it or not, the different areas of our finances are all interconnected. My goal is to understand all of these areas of your financial life and make sure it is all working together in concert like a finely tuned machine aligned with your values and positioned to help you achieve your long-term personal goals.
Getting Started
Prior to working with anyone, my goal is to confirm that we are a great mutual fit for one another. In a 3 step process, we will go on a journey to project out your financial future and see the potential impact of implementing financial opportunities to accelerate your progress. This process helps clearly demonstrate the potential value of our working relationship.
Step 1: Introduction Call
In our first conversation together I'd like to know about what's important to you. Why are you seeking out some support with your financial decisions? We will also cover the basics of your financial situation - you probably already know these details too: approximate household earnings, cash reserves, liabilities, investment values, value of your home, and any other assets you may own.
Step 2: Discovery Meeting
In this discussion we will review your core personal values, vision for the future as well as your personal and financial goals. We will review some of the financial decisions that you will need to make in your future as well review your financial data.
Step 3: Custom Cash Flow Analysis Review
In this stage, we will review your estimated long-term financial projections for your future. We will be able to see if you are on track for what you expect. Moreover, we will discuss the potential impact of the financial opportunities I see to further accelerate your progress.
Ultimately, this process allows us both get to know one another before any decisions need to be made and produces some deep and wonderful conversations that are foundational to a great working relationship. Worst case scenario, I've provided some great information and resources to support a family in their financial journey.
Ongoing Service
While the complexity of finances can be overwhelming, I work hard to support you in making the process simple, organized, and enjoyable. ​
Meetings throughout the year warranted by your case complexity (typically quarterly)
In each meeting we discuss specific topics to support you in the different areas of your financial life
Written summaries after meetings with clearly outlined respective action items
Online tools and resources including a personalized Wealth Portal syncing all of your financial information
Available as needed throughout the year if something unexpected happens (job opportunity, large expense etc.)
Weekly newsletter to keep you informed of current market conditions
