You worry about your life.
Let me worry about your finances.
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I develop comprehensive financial plans with actionable specific steps to feel optimistic about retirement
This planning leads to smarter investing, the mitigation of taxes, protecting the estate, and passing it to heirs.
I handle all the details so you can focus on enjoying your life.
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Being precise to accumulate the assets to live the life you want.
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Being proactive to accumulate the physical health to use the assets.
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Being present enough to maximize the time we have left.
A quick look at the 'getting started' process of financial planning
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This call is imperative for me to understand YOU and if we are a good fit. You will have a great understanding of what I do and how I can achieve your goals.
After deciding to move forward, we will have a 60-90 minute phone call diving deeper, accumulating documents, and filling in your plan’s custom information.
In this meeting, I will deliver your custom plan and all recommendations that will most likely achieve your goals and your vision.
We will start to implement all recommendations and organize your financial life according to your plan (ongoing support included in service)
Once implementation is complete, we begin our annual service & progress updates
Your investment portfolio is the fuel of your retirement. Check out this free guide on how to build worry-free retirement income:
Tax-smart, income-creating, happiness-promoting retirement plans that protect longevity.
📍 Local in Boise, virtually nationwide