To start, we’ll meet five times over two to four months to build the foundation of your plan: your vision of your ideal future and a plan to get there. Then ongoing clients will meet twice a year to make any updates and lay down the next steps towards your vision. Focused planning clients will receive a comprehensive financial plan with action steps clearly laid out.
The first meeting (at no
cost to you) dives right into
the approach we’ll take
throughout the planning process
so you can see if it’s a fit.
If you decide to work with me, becoming a client starts with working together to identify your true values and clarify your priorities. And we’ll organize your finances so you can see where you stand.
With your true values and
priorities in mind, I’ll guide
you in creating a vision
of your ideal future.
Your vision and values
converge with your financial
opportunities and your financial
plan comes to life.
Ongoing Comprehensive Planning
We’ll schedule two meetings per year to stay aligned with your goals and make any adjustments to the plan as things change. And since life happens between scheduled meetings, you can schedule ad-hoc meetings to address things as they come up.
Focused Planning
We’ll ensure the action steps are clearly laid out so you can proceed confidently.
The first meeting (at no
cost to you) dives right into
the approach we’ll take
throughout the planning process
so you can see if it’s a fit.
If you decide to work with me, becoming a client starts with working together to identify your true values and clarify your priorities. And we’ll organize your finances so you can see where you stand.
With your true values and
priorities in mind, I’ll guide
you in creating a vision
of your ideal future.
Your vision and values
converge with your financial
opportunities and your financial
plan comes to life.
Ongoing Comprehensive Planning
We’ll schedule two meetings per year to stay aligned with your goals and make any adjustments to the plan as things change. And since life happens between scheduled meetings, you can schedule ad-hoc meetings to address things as they come up.
Focused Planning
We’ll ensure the action steps are clearly laid out so you can proceed confidently.
Values and Priorities
Lifestyle Design
Cash Flow Planning
Debt and Student Loans
Business Planning and Formation
Risk Management and Insurance
Financial Independence Planning
Investment Management
Tax Planning
Estate Planning
Employee Benefits
Education Planning
Values and Priorities
Cash Flow Planning
Business Planning and Formation
Financial Independence Planning
Tax Planning
Employee Benefits
Lifestyle
Design
Debt and Student Loans
Risk Management and Insurance
Investment Management
Estate Planning
Education Planning
Gus Kristoferson
gus@moneyonthemindfp.com
(206) 590-5014
