SERVICES
I can work with you to…
Improve Your Financial Picture
As a Financial Mentor, I show you and your family how to improve your financial picture through:
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Providing a Financial or Investment Checkup.
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Developing an Investment Strategy, so you are empowered to manage your own investments with confidence (saving a sh*t-load of fees).
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For novice investors initiate your journey with certainty.
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For seasoned investors review your current investment structure and managers, identifying overlap and ways to reduce fees.
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Answering the question “Will you outlive your money?”
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Developing a path to financial wellness.
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Developing a spending plan that empowers you to know where you are before a significant purchase.
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Understanding current financial market conditions and risks.
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Hiring an external investment manager and negotiating structure and pricing.
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Improving your financial literacy.
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Having a knowledgeable advisor by your side.
I can work with you to…
Find Better Balance in Your Life
As a Life Coach, I show you how to find better balance in your life through:
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Identifying your values, interests and passions and creating space to live in alignment with them.
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Reducing stress, avoiding burnout and finding balance.
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Helping you to transition from a current state to a future state. (Hint, the middle is messy.)
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Developing a picture of what the future can look like. What do you want to do when you graduate from work? (Hint: the process begins 10 years before you plan to retire).
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Developing professional skills development.
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Integrating mindfulness practices into daily life.
Investment Checkup
Where are you right now?
This includes:
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Consolidation of your investments assets across your different accounts (pension(s), brokerage account(s), real estate, crypto, private equity, etc.)
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Identification of your overall asset allocation.
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Discussion of the current asset allocation and if it is appropriate for your investment goals and risk tolerances.
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Discussion of your options.
$350
Life Coaching
Is there something missing from your life? Do you feel connected to yourself, your relationships, your health, your fitness, your emotional balance and inner peace? I can help you with:
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Balance: Help you identify your values and develop confidence and trust in yourself to live your life in alignment with them.
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Skill Development: Help identify gaps in your skillset to plan for a fulfilling “Third Stage”.
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Professional Skill Development: Assist you develop better practices in time management, critical thinking, problem solving, communication, leadership, teamwork, and emotional intelligence.
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Retirement: Help you answer the question, “How will I apply myself when securing an income is not my primary goal?”
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Mindfulness: Helping you comprehend what mindfulness is and develop regular mindfulness practice.
$150 per hour
Attaining financial wealth creates freedom to make choices, i.e. having sufficient means to live in accordance with our internal truths.
As a financial mentor, I fill the gap between a full-priced investment manager and attempting to manage investments on your own. I will work with you to develop a strategy and give you the tools to manage your own investments and support you as you build your confidence.
$200 per hour
or 15 hours for $2,000
Financial Wellness
This includes everything you will need to manage your investments on your own. Working with you, together we will develop of a long-term investment strategy.
This includes:
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Investment consultation to understand you, your background, your relationships, your goals, your understanding of risk, your emotional relationship to money, your values and any other pertinent factors influencing your financial decisions.
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Consolidation of your investments assets across your different accounts (pension(s), brokerage account(s), real estate, crypto, private equity, etc.).
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Identification of your overall asset allocation.
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Development of an appropriate long-term asset allocation, with an understanding of the risk and expected returns.
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Identification of an appropriate benchmark.
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Development of an Investment Policy Statement – your investment strategy in plain language.
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Delivery of an excel spreadsheet to enable you to monitor, rebalance, contribute, withdraw, compare performance against a benchmark and maintain a record of long-term performance.
$2,000
Investment Strategy
Other Services
Speaking Engagements: Contact me
1-to-1 Yoga: $60 for 45 minutes
Personal Training: $60 for 45 minutes
Silent Retreat: Donation to retreat venue