Services Offered

Initial consultations are free of charge and usually require at least two phone conferences with each lasting 30-45 minutes. 

Clients are provided with a comprehensive financial plan, which considers the management of cash, risk, and investments in coordination with a strategy to achieve their financial goals. The plans are reviewed annually with additional semi-annual progress meetings (and as-needed meetings for special circumstances).

My practice is currently supporting clients across the United States, and our deployed Military wherever they happen to be serving. The following is a brief overview of the services provided.

Meetings/Reviews:

Meetings are conducted at least twice a year to ensure all plans, strategies, and goals are being followed and expectations are being met. Progress meetings are split into at least two annual meetings (which last 60-90 minutes) and can be conducted in-office or virtually (additional meetings may be conducted due to life changing events or special circumstances). After every meeting, a comprehensive list of action items is provided as needed.

Cash, Income and Debt Coordination

Strategies are discussed, and efforts are made to ensure every dollar is being utilized to its fullest potential. Emergency Savings is identified and established along with short-term investment goals. Ensure your plans/objectives are coordinated with your tax professionals regarding tax-related events such as withholdings, tax harvesting, etc.

Risk Management

Risk management is divided into two main considerations. First, all types of insurance (Life, Homeowner’s, Long-Term Care, etc.) is documented, analyzed, and then reviewed annually. Second, the Estate Plan is discussed annually (sooner if life changing events take place to warrant updates/changes) to ensure all aspects of the estate plan remain relevant.

Investment/Wealth Management

Investment accounts are reviewed and analyzed for appropriate risk and performance. Investment risk is determined and correlated to the investment portfolio accordingly.

Investment Goal Planning

On a regular basis, investment goals are reviewed and discussed, and their funding is tracked. Goals are constantly updated and assessed to monitor the funding progress and allotted timeframe.