Every vision, every plan starts with the question, “what if?” Nest Financial Planning plans for your “what if?”
Building a Nest for Those You Love
Areas of Support
Listening to Plan
A Holistic Approach to Life and Money
My drive to deliver the highest level of personal service and professional integrity is insatiable. I fully utilize the vast resources available to me, providing an in-depth holistic process to create a financial plan for each client, and a future that best aligns with their goals and values.
How is your nest designed?
Refreshing your existing nest or designing a new nest aligned to your financial values and goals is a great place to change. All our nests are different, except for one thing – they’re all built one twig at a time.
Is your nest built for how you want to use it?
Is your nest designed with the goal to accomplish and protect what you plan for your future? Understanding the elements and details surrounding your life helps guide us through planning and decision-making processes.
Cash Flow and Debt Planning
Estate Planning Strategies
Nest Financial Planning during your first year.
Nope, not pushups, burpees or crunches. Think of this as our first date. A relaxing and candid opportunity to learn about each other and make sure Nest Financial Planning is a good FIT for you and, just as importantly, that you’re a good FIT for Nest Financial Planning.
Let's Get Organized.
This is the time when we go over everything you sent to Nest Financial Planning after we’ve determined that we’re a good FIT. We use this time to make sure that nothing in the data gathering process is missed.
Gain some perspective.
This is when we roll up our sleeves, explore what matters most to you and start developing a plan to support your vision. We establish priorities, explore possibilities, prioritize your values and address any concerns.
Unfolding the blueprints.
Here we start looking at where you are in your life and we begin laying out the twigs to build your ideal nest. We’ll also identify if we need to look for other pieces to build from. This is the time for those more detailed conversations about cash flow, net worth, debt, investments, Social Security, Medicare, taxes, retirement needs projections, estate planning and anything else important to the development process.
Start building your nest! We take what we know, combine it with where you want to be and start implementing the steps identified through the process of detailing your ideal nest and ideal life. It doesn’t stop after meeting 5. Life changes along the way so we adjust accordingly. Twig here, twig there. New job, unexpected money, death, college, new house, new rental, new business opportunity. You name it, these are all events that we’ll include in making sure the decisions you make keep you on track to maintaining your ideal nest.
When it comes to investing, we focus first on your short and long term objectives.
As a fee-only firm we only get paid by you, our client. We receive no commissions or referral payments.
Financial Planning Fees
Investment Management Fees
Annual Advisory Fee
$0 – $1,000,000
$1,000,001 – $2,000,000