OUR PROCESS

We meet with you and your significant other (if applicable) to learn more about your passions, your fears, and desires.
We collect some financial data that you can easily upload into our online portal to determine how much value we can add to your life.
We provide a one-page customized guide of financial areas where you may need advising and a plan of attack for our first year working together.
You get to decide whether it makes sense for us to work together and hire us when you’re ready.
We begin our partnership, sign agreements, and schedule our one-hour sessions every month to effectively reach your goals.

What we advise on:

Review of insurance protections
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Education planning
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Company benefits optimization
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Tax planning
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Wealth transfer planning
Retirement planning
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Investment consulting and management
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Goal planning
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Cashflow consulting
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Debt payoff consulting
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Employee-to-employer consulting

Investment advisory services are offered through Minerva Wealth Planning, LLC, an SEC-Registered Investment Adviser. SEC registration does not imply a certain level of skill or training.  Investment adviser representatives receive fees in exchange for soliciting investment advisory services provided by Minerva Wealth Planning, LLC. Additional information regarding the specific investment advisory services and products offered by Minerva Wealth Planning, LLC. can be found within Minerva Wealth Planning, LLC.’s Form ADV Part 2A Brochure (“the Brochure”) available on Minerva Wealth Planning’s website, www.minervawealthplanning.com.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.