Start With a Discovery Call
If your family earns a strong income but your financial life still feels scattered, schedule a discovery call to see if Motif Planning is the right fit.
The call is 60 minutes over Zoom. No prep required.
We’ll talk about your family, income, career, taxes, investments, benefits, and what made you reach out.
Step 1: Check the fit
Motif Planning is usually the best fit for dual income families in their 30s and 40s who:
- Earn $350k+ as a household
- Have kids or plan to
- Want ongoing planning, not a one time answer
- Need help with taxes, investments, equity comp, benefits, insurance, college, and estate planning
- Want advice without transferring assets
If that sounds close, schedule a call.
Step 2: Schedule your discovery call
During the call, we’ll talk through:
- What prompted you to reach out
- What feels unclear or unorganized
- What financial decisions are coming up
- What you want life to look like over the next few years
- How Motif Planning works
Step 3: Review the details
Before or after the call, you can review:
- How the Motif process works
- Pricing
- Investment philosophy
- FAQ
Everyone learns differently, so I’ve included a few options:
- Watch a short video introduction to Motif Planning (<8 minutes)
- Read about the value of working with us (4 minutes)
- Browse this document detailing what working together looks like (7 minutes)
These resources will answer common questions like:
- What does financial planning actually include?
- What are your qualifications?
- How are you compensated?
- How often will we meet?
Step 4: Decide
If it feels like a fit, we’ll send the agreement and schedule your onboarding.
If it does not, I’ll point you in a better direction when I can.
What to expect from advice-only financial planning with Motif Planning
This video will answer a lot of your questions…
- What does financial planning actually include?
- What are your qualifications?
- How are you compensated?
- What is your investment philosophy?
- How often will we meet?
- What does ongoing financial planning look like?