Client Services

What do you need and want?

Have you ever gone to an accountant, lawyer, financial planner, or other professional for advice, and come out of the meeting thinking that you just weren’t on the same page? It’s happened to me before, both as a professional and as a client. That’s why it’s critical for me to understand clearly what you, as my client, need. I need to hear what you’re saying, and not make any assumptions about what you need. The list of services I offer follows.

But first, we’ll talk about what you need and want.

What Services Do I Offer?

As a CFP professional and your Fair Winds Financial Coach, I offer fee-only financial and retirement planning, and coaching advice. This is an advice-only practice, meaning I do not sell any financial, investment or insurance products.

I want to work with clients who see the need for unbiased advice to help them identify, work toward, and achieve their goals.

All prospective clients receive a complimentary initial consultation meeting, in person, by video conference, or by phone. Think of this part as us sitting at your kitchen table having a chat over coffee or a beer. Let’s talk first about what you need, and then we’ll see how I can help. This initial meeting also lets us see if we’ll be a good fit to work together.