All new relationships begin with an Initial Engagement, a comprehensive review of all aspects of your financial life:
Initial Engagements are typically between 5 and 20 hours. Single Individuals with a simple financial profile may be 5-10 hours. Couples with a complex financial profile may be 15-20 hours. Often, it ends up being somewhere in-between. On an introductory call, I could provide you with a more precise estimate based on your personal situation.
During an Initial Engagement, we will go through a discovery process so that I can learn more about you and your family, your goals, values, objectives and more. We will have 1-2 video calls and a summary document with Insights, Opportunities, Risks & Recommendations will be provided. On our final video call, we will do some interactive scenario planning and go through any questions, comments and/or concerns you may have.
On-Demand Financial Planning is available, if there is mutual interest. Retirement Income Planning, Tax Planning and Investment Planning are core areas of focus, however, all aspects of your financial life covered during an Initial Engagement are included.