INTERESTED IN UNDERSTANDING AND/OR IMPROVING YOUR PERSONAL FINANCES?
My six week financial consultation package works like this:
Step 1: FREE 20 minute interview with Lyndsie
This is a conversation about your goals and challenges. At the end, we will see value in working together, or I may give you checklist to complete before we can work together.
If we choose to work together, we schedule our first face to face meeting and the six week consultation fee of $697* is due. *Or six weekly payments of $127.
Step 2: Data Gathering
You read and sign our Working Agreement.
We complete a financial questionnaire and you provide the documents and data I require to prepare your Money Success Plan.
The Data Presentation Meeting is scheduled.
Step 3: Data Presentation
Your Money Success Plan includes an overview of your financial picture, including strategies and concepts to help fill any gaps my team and I have found in your financial picture.
The plan also shows projections for your short term and long term savings based on inflation and investment performance assumptions. This section also includes projections for your child's education savings.
Strategies and concepts in the plan often include financial products and/or services which I can provide. Occasionally, I will refer to other financial professionals.
If we see value in continuing to work together, we sign a Two Year Working Agreement which includes a financial strategies checklist and a deadline for each strategy to be implemented.
If one or both of us decides not to enter into a Two Year Working Agreement, you are provided with a copy of your Money Success Plan and we part ways.
Please Note: Creation of your Money Success Plan may require engaging a lawyer and/or accountant and require you to pay additional fees.
What are you looking for in a financial consultant?