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?


ARE YOU A BUSINESS OWNER SEEKING A COACH TO HELP YOU INCREASE PROFIT AND PRODUCTIVITY?