What's included in Financial Wellness?
Financial Wellness is about you! We tailor a financial plan based on your financial needs & goals in life, followed by monthly coaching to support you in making that plan come to life!
Budgeting + Spending + Lifestyle
Buying A Home
Increasing Net Worth
Increasing Cashflow & Income Streams
You will also get access to our...
TDAmeritrade Institutional Investments (usually lower fees than retail investors)
Other TDAmeritrade client services & perks
RightCapital Financial Planning App
The Lamb FP Templates & Financial Planning Forms
The Lamb FP Legal Forms
Financial Wellness Planning is a 2-part service, First we create The Financial Plan. Which consists of 4 session for us to get a holistic understanding of your financials, goals, & values. This way we can create a personalized strategy based on your needs & goals. After completing The Financial plan, we move into phase 2.
...Which is 3 Months of Financial Coaching, included with the purchase of The Financial Plan, this will provide you with advisor support to help you put the financial plan into action!
Phase 1: The Financial Plan
In our first session we get to know you better to understanding what are your financial concerns and goals.
Data Gathering Session
We will collect your financials and go over your lifestyle, values, passions & goals.
We present a strategy that will help you build wealth & lower financial risks. All while enjoying the lifestyle that you desire.
A review of thoughts on step 3 and commitment. Implementation of financial advice and outline of next steps.
Phase 2: Financial Coaching (3-Months)
Phase 2: Financial Coaching
(1st Month FREE with purchase of plan)
What it Includes:
Up to 2- 30 min coaching calls (advisor initiated) or emergency calls (client initiated).
Unlimited email and text Advisor Support
Monthly Coaching Review on RightCapital
Monthly Investment Review on TDAmeritrade (if we are providing investment management services) or client's institution of choice.
Monthly Financial Snapshot
Access to TDAmeritrade Client Resources