Welcome to Pulse Wealth!
Welcome aboard your financial journey! I'm thrilled to have you join me.
This page is your guide to becoming a client. You'll find a step-by-step process, my contact information, calendar access, and insights into what to expect.
Bookmark this page for the next few weeks while you go through onboarding. Then, keep my contact info handy for any questions you may have.
Be sure to watch the video first!
Location
2969 Hemingway Lane
Lexington, KY 40513
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1. Open Accounts
To initiate the process, you'll need to open your financial accounts with Altruist. I'll guide you through this seamless, digital process, eliminating any paperwork. It's a 5-10 minute task.
2. Create Your Plan
Enter your basic information into Elements. Afterward, we'll schedule two more meetings: one to gather additional data needed, and the second to present and discuss your customized plan together.
3. Monitor Results
I'll meet with you twice a year, in the Spring and Fall. You can easily schedule these sessions directly on my calendar. In addition, you'll receive a dedicated topic call every other month to stay engaged and informed.
What is RightCapital?
We utilize RightCapital financial planning software to help our clients better and more systematically plan for their financial planning process, future and retirement.
Using RightCapital allows us to more deeply explore and quantify if your expectations and goals for your future are reasonable, with the objective of helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
What do we use it for?
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It's your central hub for all your financial accounts
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To provide you with "what if" scenarios
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Interactive planning between you and me
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Upload documents securely
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Assign tasks that need to be completed by you
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Notifications for you to schedule time with me
Part art and part science, RightCapital® allows us to connect and associate hard financial planning inputs and figures with the “softer” ambitions, fears, desires, and concerns you have for your future.
