How it Works

What I offer—financial planning for New York area residents—is accomplished through a few simple exchanges of information that can yield a lifetime of rewards.

1

Contact me to discuss our services. I will provide introductory material.

2

If you are interested, I will schedule a no-cost Get Acquainted Meeting.

3

During the Get Acquainted Meeting, I will exchange information and discuss the scope of services and a fee. If we mutually decide to proceed, you will pay half of the fee. I will supply you with a checklist of items I need to work on your plan.

4

When I receive the items on your checklist, I will follow up with any questions, schedule an Intermediate Meeting and begin to develop your financial plan.

5

During the Intermediate Meeting, I will clarify your goals, go over any remaining questions either of us have and schedule the Presentation Meeting.

6

At the Presentation Meeting, I will provide our written recommendations and discuss the service options for implementation:

1. You implement the plan. We recommend you schedule checkup meetings with us every 6 or 12 months.
2. I help you implement the plan. I recommend you schedule a checkup meeting every 6 to 12 months.
3. I implement and manage your portfolio. Fees based on assets under management. The ball is in my court to make sure you are in sync with your plan.