You can expect the first time we meet to focus on questions like:
What do you wish you spent more time doing?
What does your ideal life look like in 5 years? 10 years?
Why does money matter to you?
What joyful childhood memory do you have related to money?
A start-up fee of $500 - $5,000, and an annual fee of $1,800-$6,000 thereafter, depending on complexity.
Once we lay this foundation, I get into the numbers and create a customized financial plan for you.