Our Process
Planning for the future doesn’t have to be hard. It starts with a conversation.
As a LPL Financial Planner, my goal is to help you be great in life where it matters without apology. I do that by helping take financial matters off your plate so you can focus on the areas of life that matter to you the most. I understand that “life happens” and your financial plan should be flexible enough to adapt as life changes.
You want to be ready for what comes next in your life. Whether you’re scaling the corporate ladder, building your business, or going through a life transition like Marriage, Divorce or planning for retirement, I can help you build a financial strategy that’s tailored to fit your needs right now and going forward.
The HerPlanning Process
Discovery
During Discovery we spend time getting to know each other and getting your financial life organized. We'll also make a detailed list of your goals & priorities
Clarification
We'll review cashflow in as much depth as needed. Whether we're building a monthly budget, making a debt repayment plan or planning what to do with your quarterly or annual bonuses or distributions, we'll make a plan for where your money should go based on whatever cadence works for you.
The Plan
You'll be provided with a detailed list of to-do items based on 3 areas:
- Investment Management
- Cash Flow Management
- Risk Management
You'll also be provided with web-based software so we can keep your plan up to date.
Execution
Want help & accountability executing the strategies we discussed during the Recommendations phase?
That's all a part of the plan!
We'll schedule meetings to tackle the recommendations by category and you'll get as much help as you need executing them.
Ready to get started?
Click below to schedule your Discovery Session. Have a quick question? Not sure if we'll be a fit? You can use the same link to book a Financial Planning Intro. Both of these steps are free of charge.
Need more detail? See our detailed Client Offering below.
Want to DIY?
Beginning your journey to financial confidence is simple: all you need do to get started is schedule your free consultation.
Not ready to talk to someone in real life?
Click the button below to get set up with the Personal Finance software I use with all my clients. Get organized, track your Net Worth, progress towards Retirement & Spending. It's free to you and there's no obligation to try it out.
What do you have to lose?