Jessica is available for evening meetings on Tuesdays and Wednesdays, as well as one Saturday each month. Additionally, she can hold meetings on Zoom, FaceTime, and over the phone.
We are mostly booking virtual appointments and can meet for a phone call or video chat through FaceTime or Zoom. We do offer in-person meetings for our clients in AZ and travel to CA several times a year. If you're in CA and would like an in-person meeting, email us at firstname.lastname@example.org and we'll add you to the schedule next time Jessica is in town.
The eSignature feature is available for a variety of accounts--whether you're opening a new account or updating a current account. We will email you the link to the electronic document through DocuSign or Adobe Sign.
No. There is no fee or obligation for the initial consultation.
The financial planning process begins with a meeting to discuss your financial goals and situation. Jessica can then take all your most recent financial information and create a financial plan customized for you. After she has completed a financial plan (usually within 4 weeks), she can present her findings and recommendations. Your second meeting would be to implement the recommendations from the financial plan. Then, depending on the level of service chosen, you can meet with her quarterly, semiannually, or annually to review your financial situation and learn about additional concepts and resources.
The cost varies depending on (1) the complexity of your financial situation, (2) the level of analysis, and (3) how often you wish to meet. We can quote you a price at the end of the first meeting. From there, it’s your decision on how you wish to proceed.
In the initial meeting, as part of creating a financial plan, Jessica can help you review all sources of income and all expenses you have or anticipate having. Check out the following link for more information: New Clients: What to Bring
We have many tools to help you understand your options. Simply ask her.
Accredited Wealth Management Advisor and Certified Plan Fiduciary Advisor.
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LPL Financial offers financial planning services in its capacity as a registered investment adviser. Consult your financial advisor for a breakdown of the fees associated with these services.