Consultation Services and Packages

I help financial professionals navigate challenges in the financial planning and implementation process by understanding the “why” behind clients’ behaviors with money and how relational factors like financial socialization impact the planning process.

Bronze

This package includes hourly consultation meetings scheduled as needed.

See service descriptions below for more information.

Silver

This package includes:

  • 6 hours of case consultation per quarter

  • One quarterly professional development workshop based on the firm's needs

Gold

This package includes

  • 12 hours of case consultation per quarter,

  • One professional development workshop per quarter

  • Client intake services for 2 clients per quarter

Platinum

This package includes:

  • 20 hours of case consultation per quarter

  • Quarterly (or Monthly) professional development workshops

  • 10 hours per quarter of ongoing client facing services (Client Intakes, family meetings,...etc)

Service Descriptions

  • These are one-on-one virtual meetings with me to discuss specific client behavioral concerns.

    I will offer insights into relational, emotional, and behavioral factors that may be contributing to challenges you may be facing with clients financial behaviors (spending habits, couples conflict, financial planning...etc). I'll share questions to ask and skills to use to address the needs of your clients and build a solid financial advisory relationship.

  • I provide educational workshops for firms and advisors on topics related to my areas of expertise including:

    As a part of the packages above, professional development workshop topics can be curated to meet the specific needs of the firm.

  • A significant part of a successful Advisor-Client relationship is understanding your clients needs. You certainly have your own onboarding process for your clients to get to know them and get an idea of their financial needs and goals. This specific service offers you the opportunity to gather a deeper understanding of your client's money attitudes, feelings, and beliefs and how those may impact the advisory relationship.

    With this service, I meet with a specific client (individual, couple, family) for approximately 90 minutes (more time is necessary for couples and families) to administer formal and informal assessments about beliefs about money and the clients relationships to money. Based on the information I gather in this assessment session, I compile a client profile for the advisor that includes considerations to take in the financial planning process.

  • These services can be determined by the needs of the firm but can include:

    • Family Governance Services-Working with clients with family businesses or shared wealth to establish processes to facilitate multigenerational enterprise success

    • Family Meetings- I facilitate family meetings based on client needs to discuss relational concerns, set expectations, establish protocol and procedures related to the shared wealth.

    • Next Generation education-I help families develop age appropriate financial literacy engagement for parents and children

    • Organize and lead multi-generational family council meetings and retreats for family enterprises.