Our Approach

We Serve YOU!

Spadafore Financial Planning specializes in guiding successful attorneys and business owners through the financial complexities that come with their success. You're experts at building your career and your business; I'm dedicated to building the financial strategy that supports it.

What You Can Expect

My goal is to provide you with clarity and confidence before you ever make a commitment. My process is designed to be transparent, collaborative, and to ensure we are the perfect fit to help you achieve your goals.

STEP ONE

Intro & Strategy

We'll start with a brief, no-pressure call to discuss your current situation and goals. If we agree it's a good fit, we'll schedule a 60-minute strategy session where we dive deep into your finances and identify 2-3 high-impact areas where a strategic plan could make a significant difference.

STEP TWO

Formal Engagement

When you are ready to move forward, we will formalize our reltionship with a clear agreement. You will have the choice of engaging in a One-Time Plan or Ongoing Relationship. Once you're officially a client, the deep implementation work begins.

STEP THREE

Plan Delivery

After our collaboration, you will have a clear understanding of how to get to where you want to be. You will have action items, recommendations, and the confidence to reach your goals.

Your Plan, Your Way

The One-Time Foundational Plan

This service is perfect for the "do-it-yourselfer" who needs a professional, comprehensive blueprint to execute on their own. We'll go through every detail of your financial life to build your complete financial plan. At the end, you'll have a clear, actionable strategy to confidently manage your finances going forward.

Ongoing Strategic Plan

This is our signature service for clients who want a long-term advisor to navigate their complex financial lives. Our plan begins with the same intensive foundational plan. After that, we transition to our ongoing support model with three dedicated strategy meetings per year to help ensure that your plan continues to align with your financial goals.

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