I help you build your plan encompassing these 9 core planning areas:
Debt Management
Identify the order and amount to pay towards debts based on the overall plan and cash flow analysis.
Retirement
Help create a clear path towards your goals using cutting edge technology to map out and stress test your plan.
Education
Identify, select, and implement funding options for the education of your children.
Risk Management
Identifying common risks to your financial plan and taking steps to mitigate those risks as well as explaining the benefits and drawbacks of different options.
Investment Management
Provide goals-based investment advice and management in accordance with your financial plan.
Taxes
Develop short and long-term strategic plans to maximize wealth over the course of your life.
Estate
Identify estate planning needs and work with your estate attorney to develop and implement solutions.
Transitions
Leaving the military and changing jobs means new benefits, opportunities, and challenges. We optimize new benefits and prevent mistakes in the transition process.
Insurance
From your home to your life, we will identify the right amount and type of insurance for your situation.
Focused Meetings and Follow-Up
1st MEETING Discovery Meeting
Get to know one another
Identify your goals, values, needs, and concerns
2nd MEETING Get Organized
Understand your current financial position
Create your RightCapital account
Link online accounts
Consolidate your financial information
3rd MEETING Explore Possibilities
Analyze & Evaluate current financial status
Discuss ways to get to where you want to go
Understand potential tradeoffs between different goals
4th Meeting Plan Delivery
Present your plan
Commit to implementing top 1 or 2 recommendations
Unlimited phone and email support between meetings
Unlimited phone and email support between meetings 