What to expect

01

Getting to

know you

02

Number crunching

and analysis

03

Initial

recommendations

04

Ongoing advice

and accountability

01 Getting to know you

Your past experiences shape your relationship with money. We'll deep dive into your concerns, goals, and questions about money in order to create a personalized plan.

Common questions people ask:

"When can I retire?"

"Am I saving enough?"

"Are my investments appropriate?"

"Should I buy a house?"

"Can I pay less taxes?"

"What should I do with my equity?"

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02 Number crunching and analysis

We'll review your tax returns, pay stubs, investments, and employee benefits.

We will build your financial plan in Right Capital, so you can see the financial path you're on. With this plan we'll be able to track your progress over time.

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03 Initial recommendations

We'll present the tailored planning strategies we prepared for you to help you build wealth, save taxes and leave your legacy.

Our recommendations are clear and actionable, and we'll explain why this is the best path forward for you.

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04 Ongoing advice and accountability

We prioritize the most urgent planning issues for you. We provide a white glove service to help you take action and start to improve your financial future. But we don't stop there, we meet regularly to review your progress and update your goals.

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Services

Ongoing support and guidance - Never make financial decisions alone.

✓ Dedicated Advisor

✓ No Account Minimums

✓ Fee-only Planning

✓ Fiduciary Advice

✓ Personal and Responsive

Right Capital Financial Plan

Cash needs review

Budget planning

Estate planning guidance

Insurance review

Debt paydown planning

College savings planning

Employee benefit guidance

Tax return review

Investment Recommendations

Tax planning

Coordination with CPAs/Tax preparers

Self-employed retirement plans

Distribution planning for retirees

Equity compensation planning

Charitable gift and DAF planning

Investment Management*

Financial Planning

Full

✔️

Financial Planning

Lite

✔️

Investment Management

Ongoing monitoring and rebalancing is important to keep your investments on target. You can add-on investment management, freeing you to focus on what matters most.

Investment management includes:

✓ Ongoing monitoring and periodic rebalancing

✓ Tax-efficient trading and Tax Loss Harvesting (TLH)

✓ Reduce concentrated positions and diversify risk

✓ Low cost, diversified ETF portfolios

✓ Account consolidation

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Hi, I’m Heather 👋

Founder, Lead Planner

I started this firm to help families like yours take the stress out of managing finances so you can focus on what matters most—your family, your happiness, and your goals.

I love to get to know new people, and planning allows me to get to know you and craft a tailored strategy that caters to your individual values.

If you're searching for a small office with a planner who genuinely wants to get to know you by your first name - you've found the right place.

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