What we can help you with
Debt reduction: What steps are necessary to reduce my debt?
Education: How can I pay for my loved ones’ education?
Risk planning: What is the right insurance strategy for me?
Tax planning: How do I minimize my tax expenses?
Investments: What is the optimal portfolio for my needs?
Retirement: What is the best way to prepare for my future?
Estate planning: What is the best way to transfer my estate?
… and much more!
What you get
2-3 initial meetings (virtual or in-person) to outline your goals and how we are going to work together.
A financial plan with specific recommendations so you can be in control of your financial life.
Follow-up calls and emails to make sure the recommendations are being implemented and to learn of any changes in your life (new job, baby on the way…).
Quarterly or annual meetings (or none, it’s up to you!).
Newsletters with topics that match your interests and needs.
Financial Planning Setup fee
- We will have 2-3 meetings, understand your goals and dreams, gather information, and build your financial plan.
- We will monitor your plan, follow-up on the recommendations, and help you to keep on track.
- We will build a tailored portfolio to help you achieve your goals.