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
Risk Management 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?
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.