Current employees of companies who offer their employees a pension benefit
I specialize in people who are beginning to consider retirement, usually within 10 years
I like to work with genuinely nice people with whom we share a mutual respect
My clients have never or have had limited exposure to financial advisors and understand that their financial success is too important to do it themselves
This is a 15 minute call to understand your needs and to ensure my expertise can meet your needs.
This is an hour meeting where we discuss your situation to identify your goals and to review your financial situation. I will describe my one-page financial plan and discuss expectations for next meeting.
I apply my experience, training and knowledge to establish a one-page financial plan for you to implement. We will also answer the below questions:
During this meeting, we will review your one-page financial plan. We will answer any questions you have from the initial meeting and from the one-page financial plan and discuss my fees.
At the end of the meeting, we will discuss my fees and you will have the opportunity to sleep on your decision on whether we are a fit to work together.
I grew up in South Dakota with my parents and 4 siblings, and I now reside in Lakeville, MN with my family. My parents taught us the value of money and instilled the fundamental philosophy of spending less than you make. Throughout my life, I have been able to build on that philosophy which has enabled my family and I to enjoy a full and complete life.
The reason I changed careers to the world of a wealth advisor was to share my story and help others develop good money habits so that their relationship with money would be a foundation for which they could live a complete life. The guiding principal I use every day is that money is a tool which is used to help you live your best life possible. By using this principal in everything I do, I have been able to help my clients align their lives with their purpose. I have first hand seen how this approach has helped my family and my clients live a happy life, which is why I find my work so energizing and fulfilling.
To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?