here’s a snapshot of how we’ll work together
in pursuit of being financially thriving
The Second Comma Thirty-Six Step Process
First, we’ll lay the groundwork for our relationship.
Our first meeting ensures we align on
This will be a discussion about what money means to you, how you use it, and what you use it for.
I’ll also ask you if you like your answers or if you’re hoping to see some changes.
Together, we’ll explore
We’ll determine your most important
We’ll become aware of any existing
(Have you ever made a pressure map?)
And most importantly, we’ll work to reframe your money story so your money becomes the tool you use to live out your best life — not a source of stress and worry.
Here comes the fun part.
After our review, we’ll design
The best investment plan is one you can stick to, so I won’t recommend anything that’s unrealistic for you.
We’ll work together to make sure that above all, your financial plan feels in alignment with your values for your life
After all, your savings plan is important for your life tomorrow, but it shouldn’t remove the enjoyment from your life today.
In addition to your savings plan, we’ll review your current investments and provide recommendations based on your future goals.
As we create your right-for-you plan, we’ll partner with your CPA and other professionals in your life to create a
“You think you have to be 100% convinced, but
you only have to be 51% there to make a change.”
“Plans are worthless, but planning is everything.”
Maintaining the plan is key.
The work of financial planning doesn’t stop once the plan is created.
This is because a plan can never take into account all the events, curveballs, and scenarios you’ll encounter in your life.
Does this mean we shouldn’t plan?
Of course not!
Plans provide us with direction, strategies, and actions we can take to control our outcomes.
But it does mean that our plans should be flexible.
It means we should regularly monitor your circumstances, your progress, and your changing goals so we can adjust your plan as necessary.
And it means we should keep actively writing your money story — instead of letting your money story write you.
At Second Comma, that is exactly what we’ll do.