As a CERTIFIED FINANCIAL PLANNER ™ Professional and Verified Financial Planning Junkie, I offer the following services.
How to Work With A Financial Planning Junkie:
(aka What to Expect at Your Free Consultation)
Step 1: Pick a time to talk.
Visit my Contact page and introduce yourself. I’ll reach out to you shortly, and we’ll hash out the best time to meet. If you prefer, schedule something right now by clicking here
Step 2: Meet Me
Depending on where you live, we’ll either meet in person (if you live in Philadelphia), in a Zoom video conference, or over the phone. During the meeting, we’ll discuss your personal and professional goals. I’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 I learn about you, you’ll also learn about me. I’ll also talk about the firm and my role within it. You will learn more about who I am and what I do for my clients. I’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, hungry, etc. All of this is normal (although you should probably eat something before we talk). If you had all the answers or knew how to manage your professionally manage your finances, you wouldn’t be here. And I’m glad you’re here. Because from this point on, you’ll be in a better place financially than before we had a chance to talk—even if you don’t hire me. Because now you know how and where to get started.
Step 4: Hire Me. Or Not.
After our conversation, you can decide whether I’m 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 me. Good financial planners may help people make better financial decisions, save more money, and feel more financially secure. And I’d hate for you to miss out on all of that.
Ever wonder how much a financial planner costs and how we get paid? Here’s how it works:
- Consulting fees. It’s simple, straightforward, and easy to understand. You pay me for my time and expertise, and I provide you with specific professional recommendations.
- Asset under management fees. When you hire me to manage your investments, I charge a fee based on the percentage of the assets I manage. Much like the project-based fees, this arrangement is transparent and available on your account statements.
- Hourly-fees. I use this billing method for clients who need specific advice and don’t mind watching the clock.
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.