This is the most popular way for clients to engage my services. There is no long-term commitment, no annual percent-of-your-assets fee, and no sales pitches for whole life insurance or annuities.
Clients pay me by the hour to discuss their hopes, worries, questions, and urgent decisions. This is like therapy where the counselor is handy with a calculator.
If you would like to talk to a financial planner about your unique goals, financial decisions, or dilemmas, contact me to set up a 15-minute phone call.
During the call, we can see if there is a fit for working together. If so, we can set up a one-hour consultation by phone, or zoom.
The rate for meetings and pre-work is $250/hour. Topics typically covered are (not all in one hour!):
What Happens After the Initial Call?
After our first conversation, Kristi will e-mail you some oh-so-fun regulatory documents (privacy policy, etc.) and her Client Fact Finder. In the e-mail will be a link to Kristi’s calendar for one-hour appointments. If you’d like a meeting, grab a slot and we are on our way!
Is it a certain amount of investments? A certain set of professions?
Nope, it’s easier than that: I work best with clients who naturally spend within their income.
If you are looking for someone to help you with a spending and budgeting plan, assist in increasing your credit score, and generally improve your relationship with money, may I suggest these resources
Addie McHale, CFP®, Moneyfull
addie@moneyfull.com | 720-515-7805 | moneyfull.com
Mpowered
info@mpoweredcolorado.org, (303) 233-2773,
*Referral to Addie and MPowered: there is no revenue sharing agreement and it is only provided by a courtesy – no endorsement of such.