Clarity Plan
A comprehensive plan built around your life. This is a deep dive into your finances, analyzing where you’re at and where you’re going, and walking you through all of the steps in between.
The Process
Intros
1
You tell me a bit about your current financial situation (through the intro call booking form). Where things are going well. Where they’re not going so well. And where you have questions, curiosities, and unknowns.
We have a quick call (30 minutes) to confirm that we should work together and that I can help you with all or most of your queries.
Make it official
2
You confirm that you’d like to proceed and I send you a Financial Planning Agreement for you to review, sign and send back alongside your deposit (50%).
Get into it
3
I send you a form to fill in as many details as possible. This is mostly numbers and things you’ll track down from statements from your bank, financial institutions, pension plan, etc. This may be the most time consuming step for you depending on how accessible you keep these details, login information, and so forth.
Once everything is submitted, I’ll do a high-level review and we’ll schedule a call to talk more in depth (1 hour). I’ll ask you questions about your goals, priorities, and future, as well as clarify anything from the details that you provided.
Analysis and planning
4
I consider everything I know about you and start assessing your situation. I’ll identify issues, gaps, and opportunities as well as strategies to approach them. I’ll map out financial projections until your 90s and ensure you’re on track to lead the life you want financially. And lastly, I’ll answer any of your pressing questions.
Expect a notification that your plan is ready after 2-3 weeks. This will also include your final invoice for the remaining balance (50%).
Review and execution
5
We meet once more (1 hour) to review the plan and strategies. Depending on the complexity, we may add more than one meeting here.
You walk away with a clear understanding and road map of the steps you need to take to resolve any issues or gaps, or take advantage of any opportunities. My goal is for you to feel completely clear and confident about your finances.
Ongoing
6
For the full calendar year after you sign your Financial Planning Agreement, you can reach out to me to answer ad hoc questions, or make updates to your projections if there have been major changes. Ideally after the first year, you don’t need me again until there has been a big life change, or you feel like a refresh is prudent (every five years or so is recommended).
If you’d like, I’m available ongoing for a retainer or bookable for one-hour Focus Sessions.
Pricing
| Individual | $1,450 |
| Couple | $2,350 |
| Multigenerational | $3,950 |
| Year Two Retainer | 50% of initial fee |
| Focus Session (one hour) | $325 |