Just when the caterpillar thought the world was over, it became a butterfly.
Restrictions: The material on this site may not be reproduced, distributed, transmitted, cached or otherwise used, except with the prior written permission of Brainstormingwomen, LLC
Give Us a Call (888)822-8238
Disclaimer: All data and information provided on this site is strictly the opinion of Brainstormingwomen, LLC and does not constitute any financial, legal or other type of advice. BrainstormingWomen, LLC makes no representations as to accuracy, completeness, suitability, or validity of any information on this site and will not be liable for any errors, omissions, or delays in this information or any losses or damages arising from its display or use.
We do not make any personal investments on behalf of our clients.
We provide no specific investment advice. Nor do we sell any financial products.
Thank you for visiting, I have relied on this proverb many times, hope it serves you well.
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
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
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