Exclusive Financial Planning

How much should I save each month to reach my goal?

What should I do with my bonus money?

How do I get started saving for my child's education?

Which one is right for me, a 401(k), IRA, and Roth IRA?

The Planning Process

Introduction Call

Implement & Follow-up

Analyze

Understand & Learn

Plan Presentation

Monitor and Review

You will work on your to-do’s and be held accountable. The goal is for you to feel empowered to make exceptional decisions about your life and money. This is where having designated meetings is important.

For Exclusive Financial Planning clients, you will receive regularly scheduled reviews and meetings that allow for consistent check-ins. We’ll revisit your goals and make adjustments or course corrections to your plan as needed.

This is where the magic of the plan comes together. I'll present the specific strategic actions required to reach your goals and answer all your questions, giving you guidance at every turn.

During this short call, I’ll listen to your concerns and requests. We will go over my process and answer your questions. If we decide we should work together, you will move on to the next step.

Once you become a client your data will be gathered in order to understand your personal and financial situation. I'll assess your circumstances and discuss where you are now, and where you want to go, to include values and goals.

We will discuss your goals and values; from the “what age should I retire,” to the “financial independence at 45,” and to the “I need to cut back on work hours for family planning.” We will review the different routes your journey may take you. Don’t worry, we will update it for all of life’s course corrections as well

Finances aren’t a straight line. They’re a winding road with turns, detours, and lessons along the way. The key is having a map so you always know where you’re headed.

Financial Planning and Implementation

We will work closely to develop a customized financial plan and provide the guidance needed to implement it effectively.

Client Website

An individualized online dashboard that monitors your progress and a secure vault for storing all of your crucial financial documents

Continuous Support

Proactive outreach throughout the year to cover various financial subjects and planning possibilities

You will receive...

Your Investment

Services

• Retirement and life planning

• Savings and debt management

• Investment planning

• Tax-savings strategies

• Insurance planning

• Education savings planning

• Estate Planning Guidance

• Employer stock and equity plans

• Rental Property Analysis (NTE 3)

$4,500

+ 2 designated meetings

Apart from the above investment, I offer an hourly consultation fee that varies from $250 to $350 per hour based on the specifics of the contracted service. Payment of these consultation fees is expected upon completion of the contracted service.

CONSULTATIONS

FAQS

"Where there is no counsel, the people fall; But in the multitude of counsel there is safety."

You didn't come this far to stop.