The only constant in life is change. How do you make the most of those changes, opportunities, and decision points that come your way?

Get a Financial Guide by Your Side.

Through life’s milestones, a financial planner can help you make smart decisions along the way. Allow Charlie to partner with you so that you can make the most out of opportunities and life changes as they happen.

In this capacity, Charlie will provide you an initial plan and recommendations, ongoing accountability, and on-call advice whenever you need it. In addition, he will proactively set up quarterly touch-point meetings with you, including yearly financial plan renewals.

Typical topics covered:

  • Near-term and long-term goal setting

  • Cash flow planning

  • Debt reduction

  • Home purchase vs. renting

  • Workplace benefit selection

  • Retirement saving and investment selection

  • College saving

  • Core insurance planning

  • Cash flow planning in retirement

Your better future awaits – let’s get after it!

 $950-$2,950 for initial plan Development and $125-$400 per month, depending on complexity

Here's what to expect:

FIRST
——

Connect

Contact Charlie (send a quick message here )—to set up a brief introductory phone call followed by a "Get Acquainted" meeting.

The purpose of this "Get Acquainted" meeting is to (1) discuss your current questions, challenges and goals, and (2) for Charlie to share with you how he can help and next steps.

SECOND
——

Set Goals

 

After the “Get Acquainted” meeting, if it feels like there is a good mutual fit, Charlie will send you a proposal outlining the scope of work and fee for service. Should you decide to move forward, you and Charlie will then set your "Goal Discovery" meeting.

 

THIRD
——

Develop Your
Financial Plan
PLUS Ongoing
Support

Charlie will review your current situation, goals and resources and provide recommendations to strengthen your current position.

You will review those action steps, discuss how you'll stay on top of progress together, and schedule your next update.

You have ongoing access to Charlie as important questions or decision points pop up, along with the quarterly touch-point meetings and yearly financial plan renewals.  All included!