- Wealth Habits
- Our Services & Fees
Our Services & Fees
How I help clients and how I am compensated
Every relationship starts with a comprehensive financial plan
Where are you now?
Let’s get organized
Review cash flow: Income & Expenses
Review net worth: Assets & Liabilities
Where are we going?
What are your life goals?
Buy a house
Pay down the mortgage
Pay for my children’s education
Bi-annual vacations with my kids
The specific steps we need to take to achieve our goals.
The traditional financial plan is a long document that no one reads.
Financial Planning Calendar
How we work together throughout the year to make adjustments and stay on track.
Wealth Habits Advisor Fees
Clients know in advance what they are paying. Our fees are transparent and allow us to service them in a comprehensive way.