Hiring a financial planner requires trust. My priority is to make the decision comfortable for you.
You’ve been on auto-pilot with your savings and investments. You’re now seeing more zeroes and commas in your paycheck and investment accounts. And you’re ready to hire an expert who will be your advocate and ensure you stay on track to
attain your goals.
Through the Peace of Mind service, you’ll work with me
on an ongoing basis. My goal is to build long-term,
lasting relationships with Superstar Women like yourself.
attain your goals.
on an ongoing basis. My goal is to build long-term,
lasting relationships with Superstar Women like yourself.
PEACE OF MIND
YOU WILL RECEIVE
MEETINGS
Meetings covering broad range of topics such as retirement readiness, tax, equity compensation and other employee benefits (in-person or video call)
SUMMARY EMAILS
Meeting Summary emails with conclusions and action items
ACCOUNTABILITY
Accountability on completing your action items via check-in emails and meetings
EXTENSIVE NETWORK
Referrals to and coordination with my extensive network of trusted experts (e.g., CPAs, estate planning attorneys)
DEDICATION TO YOUR SUCCESS
My goal is to make complicated concepts easier to grasp, and to empower you to make informed decisions about your hard-earned money.
MEETING DETAILS
SOME OF THE TOPICS WE WILL DISCUSS
- Determine how much you need to save for retirement
- Articulate your values and goals
- Discuss what's going on in your life that could impact your financial future
- Analyze your recent spending
- Calculate your net cash savings/deficit
- Learn how to manage “lumpy” expenses
- Determine whether you should boost retirement savings
- Figure out what investments to select in your 401(k) plan
- Explore other retirement savings strategies beyond the 401(k)
- Develop a unified investment strategy
- Have Jane Financial manage your accounts and implement the recommended trades (via TD Ameritrade)
- Determine what to do with old 401(k) plans
- Get clarity on the taxation of the equity comp
- Develop strategy: decide whether to keep or sell shares, and determine exercise strategy for stock options
- Get help filling insurance gaps (umbrella, disability, long-term care)
- Identify potential cost savings
- Get help with creating your estate plan
- Review beneficiary designations
- Understand the tax impact of other income like equity compensation
- Develop strategy to reduce taxes
- Determine what you can afford to buy
- Discuss the pros and cons of an investment property
HOW THE FEE PART WORKS
Jane Financial, LLC is a fee-only fiduciary. I’m only paid by you, the client. I don’t make money from product commissions.
Unlike the vast majority of financial advisors, I don’t charge a percentage of assets (the “Assets Under Management (AUM)” fee model). Instead, I charge a flat retainer based on the complexity of your financial situation. This fee model is the more aligned with the services I offer, which emphasizes comprehensive financial planning.
This fee starts at $12,000 per year and is charged on a quarterly basis.
In contrast to an attorney’s use of retainers, my fee isn’t a prepayment of a fixed number of hours. Instead, you pay one fee for the year. I want to be your first call when life happens!
To learn more, the first step is to schedule a free consultation.
I would love to chat about where you are today, and where you want to go.
