Your Biggest Financial Goals Need A Plan
Core Planning Areas
Financial Organization
Cash Flow & Expenses
RSUs & Executive Comp
Stock Options
Major Life Events
Home Purchase
Career Change
Goals
Retirement - Wealth Creation
Travel & Lifestyle
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Portfolio Management
Tax Planning
Investment Review & Analysis
Backdoor Roth
Tax Strategies
Backdoor Roth
Tax Harvesting
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About the Process
Consultation
Let's get to know one another! We'll take some time to review your personal financial situation, learn more about the process, and determine if we should work together!
Financial Discovery
Let's get started! During this phase we will gather your financial data, such as statements and account information as well as discuss your wishes and priorities
Recommendations
I will review all of your financial information and put together specific recommendations that you can follow and implement. This will be your blueprint for financial success moving forward.
Ongoing Monitoring
I will monitor your progress towards the goals we outlined, and together we will keep you tracking in the right direction!