Plan A is all about Financial Planning in Real Time.  How much do you have to spend today?How much do you need to save today?

The truth about financial planning is that it is inherently messy, demanding continuous adaptation, learning, and resilience to manage the ebb and flow of financial circumstances.  Most of the time we live in the weeds and when we can't take the internal pain of disorganization, we begin to look for a better way.  For some this can take years to make a plan, for others they just learn to live in the weeds.  

     My best work is for you to see the mountains, the stars, the sun, and get out of the weeds.  Plan A begins by creating a one page financial plan visual (see video). 

 

 Let me introduce you to the tools that I use to make this a reality and take you to a place of financial organization.​

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 Asset + Map: See all of your financial pieces on one page​

 

 Nitrogen:  Define your risk number, align your portfolio, define your retirement goals

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 Holistiplan:  Make taxes work for you for a change 

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 Income Dashboard and Guardrails:  Get real time clarity of how much you can spend today

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​Outcomes:  Get out of the weeds create a path

                     Create a financial plan that you can't outlive

                     Let Taxes work for you for once 

​                     Know exactly how much you have to spend today

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What is the process?

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Schedule an Intro Meeting:

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Schedule a Discovery Meeting:

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​Schedule a Strategy Meeting: 

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Implementation: 

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