Ashley Russo

Step 1 – Understanding What You Want

Our first meeting is an opportunity to understand what you want your hard-earned dollars to do for you, making sure they are working as hard as you do. We will explore your goals and gather additional data to make sure you are on track for the life you want to live. We will provide a checklist of the items that we’ll need to create your comprehensive plan.

Step 2 – Your Roadmap

During our second meeting, we will review your personalized analysis and financial plan. We will provide you with a comprehensive overview of where you currently are and any adjustments needed to get to where you want to go. We will identify areas of inefficiency whether that’s in tax efficient strategies, investment opportunities, or cash management.

Step 3 – Ongoing Maintenance

As life changes so should your plan! We are non-fee based financial planners held with fiduciary standards, meaning we do not charge by the time spent, but a percentage of assets under management.  We can connect as often as you would like and typically suggest quarterly or semiannual review meetings. You can expect ongoing support, investment, and strategy updates to ensure that your plan is still aligned with your goals and objectives.