Now that you have the energy and roadmap, I’ll be an accountability partner to help you prioritize what needs to be done today and what can wait. Since your urgent questions have already been answered, we’ll move on to other important planning topics. I’ll begin investing your accounts to align with your financial plan, and we’ll schedule a time for the next planning topic.

We’ll move at your pace. Remember, you are in control and the driver of your own life. I’m here to help you make the best, most informed decisions that fit your life. While I love spreadsheets and finding the “best financial decision”, sometimes the best decision is not the one that makes the most sense financially – it’s the one that feels best emotionally. You decide what’s best for you – not me or the numbers.

My job is to bring ideas to your attention to reduce taxes, strategize around giving to charities and heirs, find better ways to invest, create tax-efficient income, help you manage risk, and proactively help you feel secure in your financial life. Your job is to live your most ideal life knowing your financial life is being looked after.

Much like regular check ups or scans with your doctor, we’ll check in regularly. Regularly could mean four times a year, but it could also mean ten times in a month.

It depends on what is happening in your life, changes in the law, and what you need. You let me know as life changes or you have questions, and we’ll talk. And, I’ll let you know when I see something we need to discuss.