See If You’re a Fit
Schedule a free 30-minute intro call.
We start with a short intro call to understand your situation. If it’s a good fit, I’ll schedule a 45–60 minute analysis meeting where I dig into your financials and build out a complete picture of where you stand and where you could be.
Schedule Introductory CallWhat you walk away with
Detailed balance sheet & cash flow plan summary
Tax report — what you owe vs. what you should owe
Portfolio X-ray & investment analysis
Observations & action plan
Official proposal with quoted fee
No commitment. There is never a hard sell to say yes.
Planning Process
You deserve a process that puts you in control of your financial future. Here’s what to expect.
- 30-minute call to understand your situation and goals
- Assess fit and answer any questions you have
- Determine if a full financial review makes sense
- Follow-up email to upload past 2 tax returns, business financials, and investment statements (or link directly) to your RightCapital Vault
- 60-minute deep dive into your full financial picture
- Balance sheet, cash flow, tax, and investment analysis
- Deliver observations, action plan, and official proposal
- Sign wealth management agreement
- Complete client profile and onboarding forms
- Establish scope, priorities, and communication cadence
- Set up accounts at Schwab or Altruist
- Configure technology platforms
- Confirm and prioritize your short and long-term goals
- Build cash flow model and net worth dashboard
- Populate financial plan with current data
- Develop strategy across tax, investments, and legacy
- Present recommendations and walk through the plan
- Execute agreed-upon action items
- Quarterly reviews and check-ins
- Event-based reviews as life changes
- Annual plan update and reprioritization