WORKING WITH
ZZ PLANNING
PHASE ONE: BUILD A PLAN
ANALYZE
At the beginning, we'll develop a complete understanding of your finances. I analyze everything: income and expenses, debt, investments, insurance, employee benefits, estate plan, etc.
SET YOUR GOALS
Then we will work together to identify your goals, not someone else's goals. We will talk in depth about what you are looking to achieve with your money, and in turn your career and your life.
DESIGN YOUR CUSTOM PLAN
Once we've analyzed everything and identified your goals, we'll develop a unique, personalized comprehensive financial plan. This plan will be a framework for how we will continue to work together over the months and years.
TAKE ACTION
Then we will put the plan into action. We might do this by changing spending habits, strategically paying off debt, buying or selling investments, adjusting employee benefit elections, modifying existing insurance, or putting an estate plan in place.
PHASE TWO:
STICK TO THE PLAN
Creating the plan is the easy part. The hard part is sticking with it. My job is to help you do just that.
standing
meetings
We will meet every six months to go over your plan. We'll see what is working and what is not working, and we'll make changes when appropriate.
connect
regularly
Open enrollment? Retirement contribution deadline? Tax Day? Bonus announcements? We will be in contact during all of the financial milestones that come up each year.
just a
call away
Something unexpected comes up? Have a quick question? I'm always just a call or email away.