Variable Income
The following is a sample guide to what you can expect from the Financial Planning process. Hopefully this gives you more clarity surrounding your situation. Your personal experience will vary but this should at least provide a peek behind the curtain. The most important part of the entire process is what’s important to you. Nothing else matters. I also encourage you to check out the PROCESS & FEES page.
When you’re getting paid to do what you love there’s nothing better. But how often are you getting paid? Have you established a Loan-out Company? Maybe you’ve gotten good at making your money last until your next job. Your life may feel like it’s sketched out but lacks clarity. You might have an idea of the direction you want to be headed but you’re not sure how to get there. No worries! We’ll discuss your values, your goals, and what is important to you.
Now we’ve discovered some very important facts about your life, your financial situation, and your values. We prioritize the immediate "pain points” such as budgeting, an emergency fund, or a savings plan. We aim to make things more clear as we color in the lines around those ideas you had in your head. There’s a good chance that many of the “unknowns” are now “knowns” and you’re feeling more comfortable. We take a look at your insurance, investments, taxes, legacy planning, and big picture goals. We want to shore up any issues that are causing stress.
Your plan is now Live! You can see it happening before your eyes as you live your best life. You’re doing what you love. The variable income aspect is hopefully a comfortable part of your plan. We also want to prepare for the possible set-backs. Things change. Life happens. We continue to make adjustments based on your values.