Availability & Next Steps
Considering the time I wish to devout to each client relationship, I have set a strict number of households I will work with at a particular time. At this moment, I have the availability to bring on new client relationships. If in the future, you visit this page and the firm has reached capacity, you will be able to place your name on a waiting list until a new spot opens up.
Step 1. 30 Minute Chat
Our first step is to chat over a quick phone call. On this call, we will have a high level discussion of what is most pressing to you. We will also discuss the opportunities around your RSU vesting schedule. This call is also an opportunity to ask any questions you have for me or the firm.
Step 2. I’ll Send a Proposal with Pricing and a sample of the financial plan we will create together
After our first chat, I’ll have a better understanding of where you would like to go. I’ll then supply you with a proposal that will breakdown the cost of the engagement. I’ll also provide a sample financial plan for you to review so you may review a sample of my work.
Step 3. Moving Forward
After I have shared the proposal and the sample financial plan, we will make a joint decision to see if it is a good fit moving forward. If the decision is to become a client of VFC, we will begin creating and implementing your plan.
You can schedule our first 30 minute chat by completing the form below. After you have completed the form, you will be redirected to a page that has my calendar information. Please find a day and time that is most convenient for you.
I look forward to speaking with you soon.