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All-Access

Ongoing Financial Planning 

I'll be your go-to financial planner that helps you with all your financial needs in an on-going basis

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FREE 30 MINUTE CONSULTATION
30 MINUTES
We will assess a mutual fit, build rapport, and share about Stride FP and our service models & fees.

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DISCOVERY MEETING
60 MINUTES
This meeting will focus on goal development.  We will identify your big picture financial goals and most pressing concerns.  I will also share a few planning opportunities that I have identified from our consultation meeting.  The goals we identify will help prioritize and provide direction in our upcoming plannings efforts.  

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GET ORGANIZED MEETING
60 MINUTES
We will onboard your financial data into our planning software (Right Capital) and gather all necessary financial information to begin developing your plan. 

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RECOMMENDATIONS MEETING
60 MINUTES
We will discuss recommendations related to your specific financial goals and the following areas: investment goals, savings rate, retirement planning, college savings, estate planning, debt repayment, and insurance needs etc. 

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ONGOING FINANCIAL PLANNING
THREE 60 MINUTE CHECKIN MEETINGS PER YEAR 
We will implement the remaining financial planning recommendations together and meet as often as needed to ensure that we are making progress and navigating major life events. 

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