Four steps, no maze. From the first candid call to a plan that flexes when life does.
Thirty candid minutes. You'll know what working together looks like and what it costs, and I'll be the first to say if it's not a fit. I'll even suggest meeting other advisors before you decide.
We gather the full picture (accounts, benefits, goals, worries) and make it digestible. No interrogation, no judgment about where things stand today.
Scenarios run, decisions made, action items assigned. Then I keep you accountable to your own list, with resends, nudges, and check-ins included.
New job, new kid, new question at 8pm on a Tuesday. The plan flexes because the relationship is ongoing. That's the whole point of the flat fee.
The first ninety days are about getting organized and building the plan. The rest of year one is implementation: real action items, executed with follow-ups, so the plan becomes lived rather than shelved. By your first annual review, the goal is simple: you feel caught up, checked, and comfortable making decisions, whether or not we ever bought a single product along the way.
"You'll hear from me. You'll probably over-hear from me."
Reach out on a Saturday and you won't wait until Wednesday. Say you'll handle something by Friday, and I'll be the friendly nudge making sure it happens. Responsiveness isn't a feature of the service. It is the service.
No pressure, no pitch, no homework required. Just thirty minutes to talk about where you are, where you're headed, and whether I'm the right person to help you get there.