Holistic Financial Planning
I work collaboratively with you to understand where you are financially today, where you would like to be financially both short-term and long-term, and together, we will create a plan to achieve your goals and objectives.
This service is for you if:
- You feel more financially secure today and want to plan for the future.
- You want a thorough analysis of your finances and want to explore multiple pathways to obtaining the financial future you want.
- You want professional, unbiased help with prioritizing your financial obligations and creating an action plan.
What does it cost?
How does it work?
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.
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.
You will be granted secure access to your own client portal which allows you to aggregate all yourfinancial accounts in one centralized location and view your financial plan anytime from any device.
A comprehensive evaluation of your current and future financial state will be completed.
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.
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.
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.