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All-Access

ALL-ACCESS

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.

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DISCOVERY MEETING
60 MINUTES
Focusing on your concerns, goals, and desires will allow us to understand your unique needs and objectives.

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GET ORGANIZED MEETING
60 MINUTES
We will collect any necessary information while helping you sort through your financial lives and get organized.

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EXPLORE POSSIBILITIES MEETING
60 MINUTES
Analyzing and evaluating your current financial status together using our financial planning software.

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PLAN DELIVERY MEETING
60 MINUTES
Developing and presenting financial planning strategies. The goal is to commit to implementing the top 2 or 3 recommendations.

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ONGOING FINANCIAL PLANNING
QUARTERLY
We will implement the remaining financial planning recommendations together and meet as needed to ensure that we are making progress.

Coaching

COACHING

Perfect if you have a few questions or looking for help in specific areas of your financial life

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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.

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DISCOVERY MEETING
60 MINUTES
We will identify coaching topics.  We will collect any necessary information to help give you the appropriate guidance.   We will begin exploring solutions.

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ACTION MEETING
60 MINUTES
We will solidify solutions and recommendations for your coaching topics and move towards implementation.  Additional meetings if needed until you feel comfortable with the direction you’re headed.  

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