In this session, we’ll take a deep dive into your current situation and what’s most important in your life. We’ll talk about:

  • Your money mindset
  • What are your concerns, big or small?
  • What do you envision for your ideal life? Not only long-term but in the next 3 months? 1 year? 2 years?

If there are time sensitive issues, we’ll address them in this session. We’ll chat numbers. We also know behind these numbers are real people.

We’ll clarify your values and ideal life, uncovering anything we missed in the first session. We’ll create a touchstone of what is important to you and why. The clearer we are about your priorities, the easier the financial decisions become.

We’ll also get organized and gather any documents in our secure portal we haven’t already collected along the way. Getting your financial info organized in one place FEELS SO GOOD.

We’ll create awareness of where your money is going to ensure it’s aligned to your priorities, values, and building your ideal life. Our job is not to judge you on how you spend your money. It won’t be perfect and we’ll fine-tune over time.

We’ll present the information we’ve been gathering along the way to show where you stand now. This might be the first time you’re seeing your financial life (assets, liabilities, income, expenses) altogether in one place. We’ll discuss trade-offs, explore planning opportunities, and have some “AHA” moments.

Here we discuss your investment plan to propel the ideal life you’ve been describing to us along the way. We’ll review your equity compensation strategy, tax planning considerations, review risk/reward options, and the timeline for reaching your 3-month goals, 2-year goals and beyond.

Our role is to educate and empower you to know the “why” behind the investment plan. We’ll demystify the investment jargon into plain English.

We’ll conduct a full needs analysis of your existing insurance policies (life, auto & home, disability, umbrella, health, long-term care).

We’ll review estate planning needs (Will, Trusts, Power of Attorney, etc.) and provide recommendations as needed to outside professionals.

Along the way, we’ve been executing and making wins. Look at you, mastering your money!

After all, small steps lead to big leaps. We’ll use this time to review anything we haven’t yet addressed or need to circle back on. Your accountability partner and sounding board is here for you.

One thing about life is that it, well…keeps changing. Financial planning is an ongoing process and after the initial phase, we’ll meet two times a year (Spring and Fall) to proactively plan. Planning topics may include:

  • Budget and cash flow
  • Tax planning
  • Equity compensation
  • Retirement planning
  • Preparing to buy a home
  • Preparing to start a business
  • Charitable giving
  • Evaluating a job offer
  • Renting vs. buying a home
  • Buying vs. leasing a car
  • Education planning
  • Debt planning
  • Family planning
  • Preparing to provide financial support to parents or other family members
  • Investment management
  • Preparing to take a sabbatical
  • And whatever else life throws your way!

If there is a life change, big or small, we want to know about it. If you’re not sure who to ask, ask us. We want to hear from you. You’ll also have unlimited email support so no more searching the internet for answers to financial questions. We’ve got you covered.