Hey Reader,

​77% of Americans report feeling anxious about their financial situation.

Chances are, you’ve felt that same uncertainty—especially with rising costs and the constant balancing act between growing your wealth and securing it for the future.

It's a challenge that can feel overwhelming, but it doesn't have to be.

You can alleviate financial anxiety and take control of your future by creating a financial plan that covers every aspect of your life.

This is the 3 step-process I use to create financial plans for clients of different incomes, ages, and net worths.

Start with the big picture

Everyone wants enough money to provide for necessities without worrying.

• What do you want beyond that?
• What are the important things you want to spend on?
• What would your life look like if you had complete control over it?

Your financial plan starts by answering these questions.

Before we look at income, expenses, or account balances, we identify your values and translate them into meaningful and measurable goals.

Get Organized

Next, we inventory your assets, liabilities, income, and expenses to create a clear view of your finances.

The goals we created are incorporated into your current situation so we can analyze if you’re on track to achieve them.

Analyze and Form Recommendations

What clients need and what I want to provide is clarity on how they can go from where they are today to the future they’ve envisioned in the least amount of time possible.

Hours of analysis, countless calculations, and hundreds of pages of data are required to provide that clarity.

But you need actionable advice, not a binder you’ll never read.

So, I distill every recommendation into a list we can prioritize and begin implementing.

The recommendations have one purpose.

To improve your financial approach so you can achieve the goals you defined while continuing to enjoy your life today.

Once we’ve established a baseline, we can test “what-if” scenarios like:

• Traveling more
• Reducing work hours
• Buying that dream house

Then, we can weigh the pros and cons of what needs to happen to make them feasible.

Conclusion

I don't know about you, but I always feel better when I have a plan to address what's bothering me.

So, stop wondering about what might happen, and let's make a plan to take control of your future → Let's Talk!​

Please note the analyses and recommendations shown above are from a hypothetical scenario and not a real-life client situation.

PS - If you...

• Want practical advice on how to reach your financial goals
• Don't have time to properly manage your financial situation
• Need help navigating the financial ramifications of a significant life event

That's what we do.

Still have questions? We have answers

• ​Services & Pricing​
• ​Frequently Asked Questions​

Disclaimer:

This is for general educational and illustration purposes only. This should not be taken as individual investment, tax, or legal advice.

Consult your legal, tax, and financial team before implementing any financial strategies for your specific circumstances.