200 S. Barrington Ave #491729
Los Angeles, CA 90049
– 30‐minute Discovery Session, where we’ll determine if we’re a good fit.
– BOOK DISCOVERY SESSION
– Review Lionshare Literature
– Complete Financial Planning Questionnaire
– 30‐minute Data Meeting to review your current financial data and define your short‐term and long‐term financial objectives.
– Confirm your Lionshare Proposal & Fee model.
– 90‐minute Strategy Meeting to review specific strategies and address each of your financial goals. This is your meeting, so ask as many questions as needed to determine if you want to spearhead or outsource to us the implementation and monitoring of the financial plan.
– 60‐minute Implementation Meeting, in which we’ll help you implement your
custom financial road map. We may carry out the recommendations or serve as your guide, coordinating the whole process with you and other professionals, such as your attorney or CPA.
– Periodic 60‐minute phone call (Quarterly, Semi‐Annual, or Annual) to connect about any life‐changing circumstances such as a large bonus, inheritance, retirement, divorce to ensure your plan remains in sync with your vision and aspirations.