Initial conversation to understand your current situation, biggest financial concerns, and goals. We'll discuss how I work, who I help, and determine if we're a good fit for each other. No pressure - just an honest conversation about whether my approach aligns with your needs.

We dive deep into your financial goals, priorities, and current situation. This is where we get all your financial information organized and create a clear picture of where you stand today. We'll review your income, accounts, equity compensation, and start building your comprehensive financial profile.

We analyze your cash flow patterns and create a strategic plan for managing your money. This includes debt optimization strategies, equity compensation planning, and tax analysis to identify immediate opportunities for savings. We'll also review your insurance coverage to ensure your family is properly protected.

Focus shifts to building wealth through strategic investment planning tailored to your goals and timeline. We'll cover retirement projections, investment philosophy, and create a portfolio strategy. We'll also address estate planning basics to ensure your wishes are documented and your family is protected.

You receive your comprehensive financial plan with clear, prioritized action steps. This isn't just a binder that sits on your shelf - it's a practical roadmap with specific next steps and timelines for implementation.

Regular meetings to monitor progress, adjust strategies as life changes, and ensure you stay on track. These meetings are proactive - I'll reach out ahead of important deadlines, tax planning opportunities, and life changes to keep your plan current and optimized.