Get Comfortable

Finances can be intimidating.  Just thinking about money can cause anxiety and sometimes regret (from past decisions). These feelings influence, many disengage from their finances and kick the proverbial can down the road.

Everyone has a story. Our past experiences and current beliefs influence our perceptions and the decisions we make.
My Comfort Process is about having natural discussions that help me understand your  experiences, relationship and feelings about money.

At no time is there judgement, just understanding. And that understanding empowers me to provide highly customized advice for each client.

Meeting Process

Whether you prefer to meet online or in person, we value your time and are committed to working with you when and where it works for you. Here’s what you can expect during our time together.

Initial Call

Getting to Know Each Other

15-minute phone call

  • Get to know each other
  • Highlight needs & services offered
  • Determine whether to meet
  • Next steps

 

First Meeting

Define & Design Plan

60-minute in person, phone
or video call

  • Your perspectives & experience with money
  • Your values, goals and concerns
  • Your current life circumstances
  • Cost of services & mutual expectations
  • Determine if we are a good fit
  • Begin gathering data

Second Meeting

Plan Delivery & Implementation

60-minute in person, phone
or video call

  • Present plan findings
  • Discuss expected & potential outcomes
  • Review recommended action items
  • Execute plan & investment portfolio
  • Identify any advanced planning needs
  • Schedule first review