How does your firm work?

While I offer context via social media, to work directly with me you can decide upon two entry points of financial planning within the B+B firm. After you look at not only what fund focus areas you want to work to/towards, you decide which planning scopes work for your goals and your budget.

We met, I got my plan — now what?

After you work with me, you can determine if you want to do a comprehensive partnership. This could have us meeting either quarterly or twice a year. Within that - we can walk through not only where you are financially but also educate you on what you could be doing to align more (or even take it up a notch).

Do you only consult about $?*

Absolutely not! I also work with financial institutions and civic groups in focus areas like financial education and financial brand strategy! As someone who has worked within multiple financial institutions, I can understand both the consumer side and the company side. I’ve built campaigns and brand strategies that have yielded over $2B in revenue along with media placement. Also, I have worked with organizations to close the wealth gap via speaking, brand partnerships or commentary.

What can I expect from your services?

After you schedule your session - you will receive an e-mail from me confirming our chat. From there you will find a series of questions based upon your service/plan. After our session you will receive another e-mail from me outlining our chat and then additional suggestions, action steps and resources to place you closer to your goals. You also have the opportunity to ask me questions to your questions (if that makes sense ).

What can I ask?

During your planning session, you can ask any personal finance or investing questions, including questions about your portfolio, tax-advantaged accounts (IRA, 401k, HSA, etc), rollovers, early retirement, estate planning, budgeting, saving, etc.