Work With Me

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 +

The Process of 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 meetings 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 financial 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:

Financial Planning Process

Next Steps

If you’re ready to have a conversation, you can schedule a 15-minute call with me. If you’re not ready to schedule a 15-minute introductory call, that’s okay. I understand everyone needs to move at a pace they are comfortable with. If you’re not ready to dive right in, here’s the path many of my clients have followed;

  1. Learn More About Who I Am And How I Work With Clients
  2. Subscribe to the Blog

Learn More About Who I Am And How I Work With Clients

My Bio and my most read blogs about my prior job (Army Diver) Part 1 & Part 2
My Financial Planning Philosophy
My Investing Philosophy
How I Work With Clients

Subscribe to the Blog

If after reading about me and how I work with clients you’re still not ready to schedule a call, subscribe to my blog. I regularly write content that I’m sure you will find useful. And don’t worry, my goal is to inform and educate my clients and subscribers, not to spam your inbox!