Our Financial Planning Process

I founded Redesign Wealth Planning to give women, like you the clarity, confidence, and support you need to navigate life’s financial decisions. Whether you’re looking for help with a single challenge, want to redesign your current plan for the years ahead, or prefer ongoing guidance to keep everything on track, I’m here to be your trusted partner every step of the way.

We’ll start with a complimentary consultation—by phone or virtual meeting—where we’ll talk through your situation, address your concerns, and identify your priorities. From there, we’ll choose the best path forward together, whether that’s a one-time financial review, or long-term partnership.

SCHEDULE A COMPLIMENTARY CALL

The D.E.S.I.G.N. Process

Discover You

Our process begins with a complimentary introduction. We meet to get to know you and understand your unique situation. We share our observations, our new client process, and how we can work together.

Evaluate & Organize

If we’re a mutual fit, we'll schedule an Evaluation Session to look at your cash flow, retirement savings, goals, and other financial information. We’ll create a game plan that moves you from where you are today to where you want to be.

Strategize & Plan

We’ll develop a personalized plan that outlines the steps needed for you to achieve your financial dreams, ensuring it propels you toward an exciting and prosperous future.

Implement & Monitor

We’ll help you implement your plan, making necessary adjustments as your needs grow and change, and ensure you stay on track no matter life's circumstances.

Grow & Adapt

We’ll meet with you regularly to review your progress and make any needed adjustments. We’ll support you through all financial decisions and milestones, providing ongoing guidance and acting as your trusted partner.

Nurture & Support

Redesign Wealth Planning is committed to being with you every step of the way, nurturing your financial confidence and growth. Our mission is to adapt to your changing life, and goals, offering steadfast support and guidance.

Financial Planning Designed for You

GET STARTED

My financial planning process begins with a comprehensive financial review. We’ll look at every area of your financial life—income, expenses, savings, investments, insurance, and more—to create a clear picture of where you are today. This step helps identify opportunities, address gaps, and set the foundation for meaningful progress.

From there, we work together to design a custom plan that’s tailored to your goals and life stage. Your plan may include strategies for:

Optimizing cash flow and savings
Streamlining and simplifying your accounts
Aligning your investments with your goals and risk tolerance
Planning for upcoming life events or transitions
Reducing taxes where possible
Protecting what you’ve built with the right insurance and safeguards

Once your plan is in place, I provide ongoing guidance and adjustments to keep you on track as life changes. This ensures your plan remains relevant and effective—whether we’re navigating opportunities, unexpected challenges, or simply fine-tuning for better results.

Your Investment

The fee for financial planning ranges from $3,000 to $10,000, based on the complexity of your financial life. Investment management services are available with ongoing planning and can be included for an additional fee of assets under management. See ADV for full fee details.

Project-Based Financial Planning

Sometimes, you don’t need a full financial plan—you just need expert guidance to tackle one specific challenge that’s been weighing on you. That’s where project-based planning comes in.

We’ll start with a focused consultation to clearly understand the situation, what steps you’ve already taken, and where things are getting stuck. From there, I’ll create a targeted action plan to address the issue directly—so you can move forward with clarity and confidence.