Working Together

Working with someone new can be stressful and uncomfortable. I seek to earn your trust and put you at ease by being completely transparent in our relationship.

As we work together, I will be objective and help you put all the pieces of your financial life together into one clear and cohesive picture.

– Paul

First Meeting

A Relaxed
Conversation

60-minute in person, phone or video call

  • Talk about you! I want to know your passion!
  • Your perspectives and experiences with money
  • Why getting organized is essential, and how I make it easy for you
  • Discuss how mental shortcuts & emotions affect financial decisions
  • Next steps & how I can best serve you

Second Meeting

Share Findings.
Begin Planning Process

75-minute in person, phone or video call

  • Review my discoveries & your current situation
  • Clarify your goals and aspirations
  • Define key players on your financial wellness team
  • Describe my vision for your success
  • Begin mapping your plan with a collaborative approach

Third Meeting

Review Proposal
& Implementation

60-minute in person, phone or video call

  • Present & review plan. Adjust as needed.
  • Discuss expected & potential outcomes
  • Execute account documents
  • Identify any advanced planning needs
  • Expectations for future communication, meetings, frequency
  • Schedule first review