My job is to provide a clear map to keep you headed in the right direction.

You are still at the helm.  Think of me as the navigator or tactician who whispers in your ear your choices: the shortest route taking you close to the shoals but with the better wind or the longer course with less tide and fewer hazards.  While analogies are fun what's important is that you will get well written reports summarizing my recommendations that are straight forward and based on the information that you provide.  My clients typically find that the reality of the situation is more hopeful than their fears.

 

Before We Get Started

Initial Phone Call or Email

This is a chance for us to communicate directly at no cost or obligation to you about what you would like to change about your personal finances.  Typically I make some general suggestions and inquiries to determine if I am a good resource for you.

Follow Up Email

Sometimes and not always I will request that you gather documents to bring to our initial meeting.

Initial Meeting

The priority is to confirm face to face the description of the work we will do together.  It's also a chance for you to ask any questions you might have about my qualifications and experience.