Please click on the relevant box below to see the typical steps involved when engaging my services. Please send me a message if your situation does not fit into the scenarios outlined.
Personal CFO
Consulting
ANNUITIES & LIFE INSURANCE
PERSONAL CFO
Are you interested in Personal CFO services?
- Comprehensive, ongoing financial planning
- Income and cash flow needs
- Portfolio management
- Risk management
- Legacy planning
Would you like an advisor with the following attributes?
- 100% fiduciary
- Expertise focused on research and performance – not sales
- Truly personalized planning
- Long-term relationship and planning focus
If you answered YES and YES, then please review the six steps listed below as they describe my typical engagement process.
TYPICAL ENGAGEMENT PROCESS
-
1
Exploratory meeting [30-60 min]
We learn about each other, ask/answer questions, assess mutual compatibility, and explore capacities in which we could work together. -
2
Due diligence meeting [1-3 hrs]
We discuss your goals and their feasibility in the context of your assets and risk profile. Note: I ask that you provide me with relevant statements and documents in advance. -
3
Deliver proposal
I conduct my due diligence, determine the primary ingredients for your financial plan, and put together a proposal. This document will describe my recommended strategy for achieving your goals, my role in the process, and my fees. -
4
Discussion [30-60 min]
We meet to go over my proposal (provided to you in advance) and answer any questions you might have. You may decide to engage during this meeting or take some time to deliberate. -
5
Engagement
I am delighted and honored when people choose to work with me. We both sign an advisory agreement and then we get started. -
6
Execution [2-4 weeks]
I remove as much of the administrative burden as I can for setting up accounts, asset transfers, etc. So you would typically end up with a handful of digital or wet signatures. Then we start executing your financial plan.