Is relationship driven and results oriented.

Starts with a 20 minute phone call

  • Client goals and expectations
  • How the process works
  • Compensation
  • Future meetings


  • Homework assigned to client
  • Preliminary Questionnaire
  • Document checklist
  • Create living expense

Download our Questionnaire

Download our Document Checklist

Download our Living Expense Worksheet


Planner inputs data into client software ( thelivingbalancesheet.com).
Planner creates Balance Sheet and Cash Flow statement.


Three to five additional meetings cover:

  • Risk management
  • Savings versus investing
  • Retirement and education planning
  • Cash flow analysis
  • Asset allocation and location
  • Tax management and tax diversification
  • Current financial strategies reviewed for efficiency


Recommendations made and implemented.
On-going reviews….can be quarterly, semi-annually or annually and when events occur.
Compensation Options: Flat planning fees, transaction based and/or assets under management fees.

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