If you want to make smart choices about money, based on what is important to you—your core values, creates a plan that not only looks good on paper, but spurs you to follow through and achieve your goals.

The Planning Organization, Advice and Accountability Framework provides a high probability of success for you to achieve your financial goals.

As a result of working with me, you will have a truly comprehensive plan.

  • You will be completely financially organized.
  • Your entire financial house will be perfect order.
  • You will be held accountable to get on track and stay on track.
  • You will have confidence that whatever happens in the market, or the economy or the world, that you have a plan to achieve your goals.

Planning

As a result of our work together, you have

  • Set clear goals with target dates and amounts of money that are needed to achieve your goals by your target date.
  • A game plan of exactly what needs to be done to achieve the goal.
  • You’ll know whether you’re on track or off track.

What value is it to have a financial advisor if you don’t know whether you’re on track or off track to achieve your goals?

In summary, you’ll have a strategy and tactics to achieve every goal and deal with every risk.

Organization

As a result of our work together, you’ll end up with your entire financial house in perfect order.   These are some of the areas that will be addressed:

  • cash reserves,
  • debt
  • taxes,
  • legal documents,
  • insurance policies,
  • bank accounts,
  • brokerage accounts,
  • retirement accounts,
  • credit cards.
  • identity theft protection
  • user IDs and passwords organized
  • emergency contacts
  • beneficiaries and trustees
  • health records
  • websites, apps and portals
  • electronic vault

Advice

As a result of our work together, you will get advice, not suggestions.

You will receive clear specific advice regarding the action required to achieve your goals, and to get back on track when life happens.

All our advice will be aligned with your most important goals and your most deeply held values.

This advice will be in all the areas of comprehensive planning,

  • Investment strategy
  • Cash Reserves
  • Debt
  • Insurance
  • Taxes
  • Legal
  • Everything that you need to be on track and stay on track

Accountability

“Ideas are easy. Execution is everything.”
— John Doerr

The “perfect plan” is worthless unless it is implemented.  Life happens to all of us.  We are committed to holding everyone on your team (most importantly, you) accountable to ensure that your plan is implemented.

You will be held accountable for doing your part and stay on track.
We will help you keep your outside experts such as attorneys, CPAs and others accountable as well.