My Financial Planning Process Considers Every Atom of Your Financial Life
From the cost of milk in 8 years to 401(k) matching, mortgage insurance, child support coming to an end and massive downturns in the markets (e.g. covid pandemic). Yes, even future things like the taxes you’ll have to pay on the rental property you sell in 10 years and the ripple-effect of your baby getting a scholarship (or not). At some point in your lifetime, your questions will change to, “How long will our money last when we stop working?”
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I simulate all your unique financial atoms, both imagined and real, working collectively for the rest of your life. I wholeheartedly believe in the power of financial planning because I’ve watched it transform people’s relationships with money.
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My financial planning process allows my clients to see more than a moment in time, and beyond next week’s paycheck. We see a lifetime--financially
Your Financial Decisions Become Crystal Clear
My clients don’t actually care about the cash flowing and financial engineering I do for them, and you won’t either. That is until I show you your financial life for the next 30 years on one piece of paper or screen.
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Suddenly, your financial decisions become crystal clear. My clients care about being understood. They are at peace knowing they checked the “money boxes” through the planning process.
More Than Mere Opinion
After we do financial planning, you have an agile body of numbers that tell your financial story.
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With questions like, “Can I buy a Tesla?” or “Can you tell me what to do with all these investments?”, the answers aren’t opinions. The answers are obvious when I model the idea against your current financial realities.
