Work Together
Picking the right financial advisor can be a challenge - especially when services seem similar, fees are unclear, or you're not entirely sure what one actually does.
To make your decision a bit easier, I offer a free Financial Health Assessment as an opportunity to get to know each other, and evaluate if working together may make sense for you.
Financial Health Assessment
How It Works.
30 Minute Intro Call
A high-level overview of your top questions and concerns. This gives us both a change to make sure your situation matches my expertise.
Information Exchange
I'll request information to see your financial life on paper. The more information I have, the better I'll understand exactly how to help.
Discovery & Analysis
We'll meet to review your Financial Health Assessment, which will address many of your top priorities and financial concerns.
Next step
30min Intro Call
During this meeting, I'll answer any questions you may have about working together. We’ll also take a high-level look at your current financial situation to understand where you are today. Ultimately, we’ll uncover the goals you have, your priorities, and your concerns.