The Milestones Financial
Planning Approach
A fresh way to think about your money, your choices, and what really matters.
What is Milestones Financial: In Terms You Care About
What is Milestones Financial: In Terms You Care AboutWhen discussing my flat-fee and hourly retirement planning firm, Milestones Financial, I try to avoid the common mistake of solely focusing on what I'm most comfortable with rather than focusing on what you care...
Are We a Fit? Introductory Conversation: Why It’s Important and What You Can Expect
Are We a Fit? Introductory Conversation: Why It's Important and What You Can ExpectThe “Are We a Fit? Introductory Conversation” is the first step to help you make an informed decision about my flat-fee and hourly retirement planning firm, Milestones Financial. My...
Plan of Action Conversation – What It Is and What You Can Expect
Plan of Action Conversation – What It Is and What You Can ExpectThe Plan of Action Conversation is the second and final step in my introductory process – a chance for you and me to decide if working together feels like the right fit. This 30-minute video call is...