Life Financial Planning

Envision your ideal life and create a plan to start living it right away.

How it works

Are you ready to talk to a planner who is passionate about helping you live a life you love?
Yes, let's book a call!

Life financial planning puts your life first, your money second.  First, we explore a life that you want to live and then we create a financial plan that enables such a life.  This way of planning allows you to align your money with your ideal life.  You take an active role in ensuring your freedom and we support and guide you by making sure your money serves as a resource to enable your freedom.

Step 1

Are we the right fit?

We will chat on the phone to get to know each other and mutually decide if we are a good fit.

Step 2

Let’s have a conversation

We will have a few meetings over the course of 2-3 months to create your Life Financial Plan.  Each meeting will have a defined goal to move you through the stages of the EVOKE process and closer to your vision of a great life.  The four conversations will focus on:

Exploration – we will talk about you, what is important to you, what touches and drives you and what makes you YOU.  When I meet with couples, I make sure that each person has a chance to express their own thoughts and aspirations independently because we believe that each person is unique and has a right to their own dreams.

Vision – we review your answers to a series of questions that we pose through our work together to understand your vision for a dream life.

Obstacles – there are many things that you may feel are standing in the way of our dreams.  We explore the obstacles and start to envision ways to clear them via an appropriate financial plan.

Knowledge – we gather and organize your financials and analyze your existing accounts, policies and plans to fully understand your current financial situation.

Step 3

It's Time To Put Your Plan In Place

The Life Financial plan I create for you will have a list of actions and timelines to implement them. It will be your life’s “project plan” and we will have a process in place to keep it alive and moving forward.

Step 4

The Work Continues As Your Vision Comes To Life

Through a series of two-three meetings during the year and continued communication, we make sure your plan is on track. Keeping your vision in mind and your torch burning bright, we  ensure that you get the life that you want.

why us?

The Queenvest difference.

You will always have my full attention, and I will listen to all of your questions and goals.

All pricing is transparent and provided before we begin working together.

Everything will be explained in plain English, with no confusing jargon

I’m legally required to put your financial interests before my own.

You will always be in a confidential and friendly environment.

You will never be judged on any past financial decisions.

Your phone calls and emails will never be ignored.

You will receive open and honest advice.

You’ll know what you're getting for your money.