Let’s Talk.
Are we a good fit?
You should schedule 30-minute Fit call/video if:
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You are a recent or soon to be widow/widower or divorced person, and
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Your spouse handled all the money decisions and can no longer be relied on due to illness or death
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You are within 5 years of retirement (before or after)
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You have accumulated more than $600,000 in assets other than your primary residence.
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You need a guide to help you:
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understand & organize your new financial life;
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evaluate & prioritize financial decisions;
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establish a financial life plan to live forward without fear.
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I am different:
- I do not require you to commit to a long term relationship;
- I do not require you to let me manage your investments;
- I charge a flat-fee for financial planning and investment management.
We believe a financial life planning approach leads to greater success and fulfillment in retirement.
Use the calendar below to schedule a free 30 minute call to learn more about our flat fee financial planning services.
*Of course if you have a complicated business situation, rental properties, non-standard estate or assets that need special planning attention a fee adjustment may be necessary. We'll talk that over if the situation arises.
**Net worth is my proxy for complexity.
