Your Free Financial Analysis

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No Cost & No Obligation

What

A free review of your current financial situation, including:

  • cash flow

  • equity comp & investment analysis

  • tax analysis

  • retirement review

  • college planning

Why

This relationship is built on trust. I want to provide immediate value and help you make an informed decision as to whether it makes sense for us to work together.

 

Who

Tech-savvy professionals interested in an ongoing relationship.

The AGILE Process (no, not that one)

As-Is Financial Snapshot

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Fill out a quick questionnaire and schedule your intro meeting

“Get To Know You” Meeting

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Laid back conversation where you (& your partner, if applicable) talk about what is on your mind and ask any questions of me

Information Gathering

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I’ll collect detailed information and documents to develop your financial analysis

Learn/Plan of Action Meeting

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We will walk through your financial analysis and offer a proposal for an ongoing engagement if it’s a good fit. (and yes, I shoved “Learn” in there to make the acronym work)

Evaluation

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Take time to review the financial analysis & proposal and determine the next step that is right for you.