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 15 hours. Single Individuals with a fairly simple financial profile might be closer to 5 hours. Couples with a complex financial profile might be closer to 15 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.
Ongoing engagements are available, if there is mutual interest. Here is the Discovery Wealth Planning Annual Service Calendar, which outlines what clients can expect throughout the year. Retirement Income Planning, Tax Planning* and Investment Management are core areas of focus, however, all aspects of your financial life mentioned above are included as part of an ongoing engagement.
*Tax Planning does not include Tax Return Preparation, however, I am happy to work collaboratively with your tax return preparer or make a referral to a qualified professional.