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Well done.

By reading this page, you’re one step further on your journey toward financial health.

We have a 3 step process to go through in order for you (and us) to make an informed decision about working together.

Plus, we’ve designed the process so that you’ll get some real value from it, even if you decide not to become a client.

The first step is to schedule a 15-30 minute virtual Intro Conversation with us:

See below for further details on Steps 1-3.

Note that all meetings are done via Zoom videoconference.

 
 
Number 1

Step 1: Intro Conversation

AKA: The-Meeting-Where-We-Quickly-Get-To-Know-Each-Other-And-Decide-If-We-Want-To-Continue-To-The-Next-Step

The first step is to simply schedule a free, 15-30 minute, no-obligation Intro Conversation.

During this call, you can ask any questions you’d like in order to learn a bit more about us. And we’ll ask you a few simple questions.

We can then decide whether we’d like to move forward to Step 2.

 
 
 
Number 2

Step 2: Discovery Conversation

AKA: The-Meeting-Where-We-Do-A-Deep-Dive-Into-Your-Financial-Situation-And-Then-Talk-A-Little-About-How-Spencer-Financial-Planning-Can-Help

The second step is to schedule a free, no-obligation Discovery Conversation.

Leading up to this meeting, you’ll be asked to fill out a Financial Health Questionnaire.

During the call, I’ll ask you a lot of questions to try to really understand you and your financial situation.

At the end, we’ll talk a little about what Spencer Financial Planning offers and decide which service to explore further.

If we think a Financial Check-Up is the best fit, I’ll present the details of that service to you during the meeting. You can then think about it and get back to us with your decision on whether to move forward.

If we think Comprehensive Financial Planning is the best fit, we’ll move on to Step 3.

 
 
 
Number 3

Step 3: Plan of Action Conversation

AKA: The-Meeting-Where-We-Discuss-Spencer-Financial-Planning's-Services-And-Fees-So-That-You-Can-Decide-Whether-You'd-Like-To-Work-With-Us

The last step is to schedule a free, no-obligation Plan of Action Conversation.

During this call, we’ll discuss (1) what the fee would be for Comprehensive Financial Planning and (2) the details of what comes with the service.

This will give you the information you need to be able to weigh the cost and benefits and make the best decision for you and your financial health.

 
 
 

To take the first step, click the button below to schedule a
15-minute Intro Conversation.

Have more questions before continuing? Check out our FAQs for more info.

Not quite ready to schedule an Intro Conversation? That’s ok!

You can sign up for our email list to receive periodic financial tips and info. Just scroll down a bit and enter your name & email.