Holistic Financial Planning

You have borrowed money to fund your education and/or your child’s education. Selecting the wrong student loan repayment plan could cost you thousands more…Let’s work together to create and implement the optimal student loan repayment strategy within the scope of your holistic financial plan.

WE’LL LEAVE NO STONE UNTURNED

Cash Flow Planning

Debt Management Planning

Estate Planning

Investment Planning

Retirement Planning

Education Planning

Risk Management Planning

Tax Planning

Our Journey Together Will:

  • Save you time. Using a secure video conferencing software, we will meet virtually, so you don’t have to leave the comfort of your home or office for our partnership to thrive.
  • Provide you with a sense of relief and peace of mind by helping you to prioritize a multitude of competing responsibilities, so that you can focus on doing what you love.
  • Help you maximize your potential for achieving your life goals. I will help navigate you around the financial obstacles that may impede your ability to live your best life.
  • Not judge you. During our journey, we will focus on the process and the desired outcome— not perfection.

How does it work?

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TWELEVE MONTH PROCESS

TWELEVE MONTH PROCESS

The holistic financial planning process is twelve-month process and the written financial plan will be delivered to you within 90-days of the first meeting, followed by quarterly meetings during the implementation phase of the financial planning process.

DEFINE

DEFINE

We​ ​work together​ ​to ​clearly​ ​define​ your​ ​values -​ ​the​ ​things​ ​that​ ​you ​care​ ​most​ ​about​ ​in​ ​life. Values are the foundation of a holistic financial plan.

CLIENT PORTAL

CLIENT PORTAL

You ​will​ ​be​ ​granted​ ​secure​ ​access​ ​to​ ​your own ​client​ ​portal ​which​ ​allows​ ​you ​to​ ​aggregate​ all​ your​financial​ ​accounts​ ​in one​ ​centralized​ ​location and view your financial plan anytime from any device.

ANALYSIS

ANALYSIS

A comprehensive evaluation of your current and future financial state will be completed.

RECOMMENDATIONS

RECOMMENDATIONS

Beginning with your end goals in mind, I will create a list of recommendations to help you most efficiently achieve your personal financial goals and objectives.

ACTION STEPS

ACTION STEPS

We breathe life into the financial plan by helping you determine a pathway forward, and by identifying the activities required to implement the financial plan’s recommendations.

SUPPORT

SUPPORT

Through a series of reoccurring follow up meetings that will take place quarterly, I provide you with support, encouragement, and accountability during the implementation phase of the financial planning process. The majority of the meetings will take place virtually during time that is convenient for you.

What does it cost?

SET UP FEE

$950-4800 initial set up fee
For the majority of my clients, the initial setup fee will be between $950-$2450.

MONTHLY FEE

10% of initial set-up fee
This fee is set and will not change throughout the time we work together.

 

Want to be able to do more?

Schedule an appointment and we can start planning for your future.