If you have equity compensation and are looking for an advisor, we believe we are the ones. To see if you are a good fit, you can schedule an appointment right now. If you are wanting to know more about what you can expect, continue reading below.
Step 1: Pick a time to talk.
Visit our contact page and introduce yourself. We’ll reach out to you shortly, and we’ll coordinate the best time to meet. If you prefer, schedule a call right now by clicking here
Step 2: Meet with us
Depending on where you live, we’ll either meet in person, in a Zoom video conference, or over the phone. During the meeting, we’ll discuss your personal and professional goals. We’ll ask you about you and your family as well as what you hope for their future. We’ll talk about everything from your employee stock options to possible education expenses, including saving for retirement, a new home, a grand vacation, or the launch of a new career. Ultimately, these answers will provide the foundation for your unique financial plan.
While we learn about you, you’ll also learn about us. You will learn more about who we are and what we do for our clients. We’ll also leave plenty of time to ensure that all your questions are answered.
Step 3: Take a deep breath
During our meeting, you may feel nervous, unprepared, ill-equipped, overwhelmed, ashamed, excited, optimistic, etc. All of this is normal. If you had all the answers or knew how to manage your finances, you wouldn’t be here. And I’m glad you’re here. Because from this point on, we believe you’ll be in a better place financially than before we had a chance to talk—even if you don’t hire us. Because now you know how and where to get started.
Step 4: Hire Us. Or don’t (but please do!).
After our conversation, you can decide whether we’re a good fit for your personality, goals, and financial needs. If the only advice you take to heart is to hire a financial planner, do it—even if it’s not us. Good financial planners may help people make better financial decisions, save more money, and feel more financially secure.
Ever wonder how much a financial planner costs and how we get paid? Here’s how it works with us:
- Hourly fees. It’s simple, straightforward, and easy to understand. You pay an hourly fee for our time, knowledge, and experience, and we provide you with specific professional recommendations.
- Asset under management fees. Investments are part of a sound financial plan. If we manage your investment portfolio, you will be charged a fee based on the percentage of the assets managed.
Having an experienced financial advisor can be one of the best assets in your portfolio.
Some of the most successful people and business owners know the value of having the right financial advisor at their side. If you are serious about making informed, intelligent, and thoughtful decisions about your money, having a professional financial partner at your side could save you time, money, energy, and from unnecessary risk.
Ready to get started?
