Financial Life Planning

Intro Call

The Intro Call is a chance to get to know each other. This call lasts about 30 minutes. During our time together, you can expect: 

No sales talk whatsoever

 

The ability to ask me anything

 

An opportunity to share your story

 

A transparent dialogue about my fees

 

A honest conversation to see if we are a fit

 

A vision of what the relationship would look like together

At the end of this meeting, we will either decide to schedule our Exploration meeting or I'll recommend another planner that may be a better fit for you. There is no commitment other than time at this point. 

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Exploration

The Exploration meeting is a very powerful meeting. It usually lasts about an hour and a half. We will:

 

Discuss your financial situation from a 30,000 foot view

 

Talk about anything that may be urgent

 

Introduce you to the Modern Wealth Financial Life Planning dashboard

Answer any final questions you may have about me, my process, or Modern Wealth

Quote the most cost efficient way to begin working together

Outline what the next meetings of our onboarding process will be

Officially begin our lifelong partnership so you can start to live your best life

Vision

The Vision meeting is a very beautiful meeting. It usually lasts about an hour and a half. We will have a conversation about your answers to the:

 

The Three Questions

 

The Heart’s Core Grid

 

Vision us understand what a great life look like and is an inspirational phase where your goals are clarified, your Torch is lit, and you find yourself on fire to accomplish your life’s purposes.

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Obstacles

The Obstacles meeting is a very motivational meeting. It usually lasts about an hour and a half. We will come back to your vision of a great life and look at what could possible get in the way.We will also review your: 

Ideal Day

Ideal Week

 

Ideal Year

 

This helps us better understand how close or far you are from your ideal life from a time perspective.

Obstacles is the phase where you take on all the challenges to your dreams, and resolve them methodically but with energy and vitality, one by one.

Knowledge

The Knowledge meeting is where we organize and define the Financial Life Plan, step by step, to accomplish your dreams.

 

We will review your initial Financial Life Plan by addressing the major facets of your life, such as:

 

Cash Flow and Budgeting

Investments

Tax Planning

Insurance and Risk Management

Employee Benefits

Education Planning

Retirement Planning

Estate Planning

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Execution

The Execution meeting is where we take action on each of the steps outlined in your plan until they are all accomplished while you are living your Life Plan.

 

We prioritize the most important tasks while scheduling others for the future. We also monitor your plan so we can make changes as opportunities and challenges arise.

 

In addition to monitoring your Financial Life Plan and guiding you through your Financial Life, I will also help you manage your investments by aligning your portfolio with your values and dreams.

 

With your initial Financial Life Plan in place, our work has just begun. I believe that the value of Financial Life Planning is the process of planning, not the plan itself.