Just when the caterpillar thought the world was over, it became a butterfly.

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​​Thank you for visiting, I have relied on this proverb many times, hope it serves you well.                                                                                        

                                                                                                                             ~ Jessica

Jessica M. Garcia, MBA, CDFA™​​​​​​

This is a general outline of our process, every situation is different.  Below is an estimate  - each case will vary due to complexity.  Average case is 8 hours

 
Discovery
Brief synopsis of your situation and we determine how we will work together.  Client Engagement and Document Checklist will be sent to you with retainer invoices, once signed and returned and retainer is paid, we will schedule our first session.  Discovery session is complimentary.        

15 – 20 minutes

Initial Consultation
We will discuss your goals and priorities, gather financial & family facts, review documents, and assemble the income and expenses worksheet together.     

2 – 3 hours

Assess Current State & Analysis
We will continue with income and expenses worksheet, if needed.  This will involve a lot of detail and conversation regarding your day to day life.  Build assets and liabilities table, review income and expenses, run long term cash flow scenarios; keeping in mind the goals and priorities discussed. 
3 – 8 hours

Best Next Steps
"If then" scenarios will be discussed per results, this will be in conjunction with your priorities and making sure we aim for an equitable outcome. 
1 – 3 hours