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You have the choice of doing business with any one of the thousands of financial planners available to you. Before engaging with any one of them, you should understand their process, how they will manage your financial planning needs, and what their investing philosophy is. When you choose the right advisor, the relationship could be on-going for decades. This is why it’s important that you know upfront that their beliefs align with yours.

Financial Independence Advisors support a wide range of clients, from people who are making their first financial plan to seniors in retirement. We have a collaboration of advisors and one of them will meet your needs as we align our services to best suit the needs of our clients and their families.

Personally, while I have some clients who break the mold, I’ve aligned my services to best suit the needs of specific individuals and their families: C-Suite and Director level executives, Entrepreneurs and Business Owners, and Pre-retirees and Retirees.

C-Suite & Director Level Executives

Age of Executives: 30-50
Household Income: $250,000 +
Investable Assets: $500,000 +

Entrepreneurs & Business Owners

Age of Individual(s): 30-50
Household Income: $250,000 +
Investable Assets: $500,000 +

Pre-Retirees & Retirees

Age of Individual(s): 50+
Investable Assets: $1,000,000 +

Becoming A Client

Getting Acquainted

Our first meeting will be a 15-minute call to get to know one another and make sure my expertise aligns with your needs. If we feel that we should continue the dialogue, we’ll schedule time to have a more in-depth, fact-finding meeting.

If I’m not the right fit for you, I’ll gladly point you to one of my colleagues within our practice who could be, or a firm that’s better suited to your needs.

Mutual Discovery

There are two in person meeting in the Mutual Discovery phase. The goal of our first meeting is to learn about your goals, concerns, and unique financial situation. The answers you provide through our conversation, along with the documents we ask you to bring, will guide our analysis in our second meeting.

In our second meeting, we’ll discuss implementing the plan we’ve created for you based on the information you provided and conversation we had in our first meeting. At the end of this meeting, we will ask if you would like to begin working with us. If we decide to work together, well set expectations regarding our scope of services and compensation.

Ongoing Service

Once you’ve made the decision to move forward, we’ll initiate next steps, connect you to our online tools, and introduce you to our ongoing monitoring process. Typically, we monitor your financial plan on a quarterly basis using this process:

Ready to have a conversation? Use the button to schedule a call.