Is Jeff a fit for you?

Whether you have wealth to manage now, or are looking to build wealth for the future, we can design a service that works for you.

Our 3-step fit process will leave you with the recommendations you need to make informed decisions about your finances before you commit. Whether you decide to act on these decisions yourself or with our help, you will have a meaningful, actionable plan that fits your values.

Wealth management works best when done collaboratively. To make sure that your plan suits your values it helps to get to know each other first. Here's how we do it:

Step 1: Introductory FIT Call

We'll schedule a 20-minute phone call to make sure everyone is comfortable that our expertise matches your needs.

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Step 2: Discovery Meeting

Next we'll meet for about an hour (in-person or virtually). This is where you will tell me your story:

  • Your values and priorities
  • Your current financial situation
  • Your needs and concerns

We'll come to an agreement about what we're working towards and how you'll use the tools that will be provided.

Step 3: Advice Meeting

Finally, we'll come together so I can explain to you, in plain English, the strategies and opportunities that will help you align your finances with your values.

The recommendations you'll receive will include a 90-day action plan that you can implement yourself or, if there's a fit, you can hire us to implement with you. We commit that, by the end of this process, you'll have a better understanding of your finances and the peace-of-mind make changes that matter

What Happens Next?

At the end of the 3-step process you won't be pressured into making a decision on the spot. We'll simply ask you to take away what you've learned, think it over, and let us know on your time what you'd like to do.

If you'd prefer to work with someone else or DIY your plan we have resources to help you get started and can even refer you to another professional with the expertise you need.

Ready to Start? Schedule Your Call