Your Journey with HealthyFP
What to Expect
From your first conversation to year-round financial partnership, here is exactly how we work together.
Schedule Your Complimentary 30-Minute Call
No commitment, no pressure. Just a conversation to see if we’re a fit.
Schedule your first conversation with us. This is a compatibility assessment. We learn about your situation, you learn how we work, and we both decide if it makes sense to move forward together.
No commitment, no pressure, no sales pitch.
A consultative session where we educate you on opportunities specific to your situation, including tax strategies, planning gaps, and areas where you may be leaving money on the table. You walk away informed about your own financial position regardless of whether we work together.
We also discuss what an ongoing partnership looks like and whether it makes sense for you.
A comprehensive review of your current financial situation. We go deep into income, expenses, assets, debts, goals, values, and concerns. Both the numbers and the story behind them.
We cannot make meaningful recommendations until we understand what matters to you.
Meeting Agenda
- Establish access to financial accounts and online portals
- Data gathering: bank accounts, credit cards, investments, retirement accounts, income docs, tax returns, benefits, insurance, legal documents, loans
- Family & financial history discussion
- Life transitions and upcoming changes
- Goals: financial and non-financial objectives, priorities, and roadmap
Identify the urgent financial matters that need immediate attention. Not everything can be solved at once, so we determine which issues to address first and what moves the needle now.
Meeting Agenda
- Confirm outstanding items and missing information
- Analysis of current financial status and key indicators
- Identify initial opportunities for improvement
- Review and evaluate spending plan alignment
- Outline focus areas for diagnosis meeting
A comprehensive evaluation of your financial health paired with strategic recommendations customized to your situation. You walk away with a clear, actionable path forward.
Meeting Agenda
- Review all recommendations in detail
- Base case projections and cash flow assessment
- Scenario analysis comparing recommendations to baseline
- Review investment plans and potential reallocations
- Identify key vital signs to monitor going forward
Set priorities for immediate implementation. We assign tasks, establish deadlines, and execute the most important items from your plan. This is where strategy becomes reality.
Meeting Agenda
- Review initial recommendations and scenarios
- Short-term tasks: immediate actions to initiate the game plan
- Intermediate tasks: mid-term adjustments and monitoring checkpoints
- Long-term tasks: strategic initiatives and continuous improvements
- Assign responsibilities and set deadlines
Continuous support through the first half of the year, focused on tax optimization and mid-year adjustments.
Focused account management and comprehensive annual reviews to close out the year strong.