Our Process

During this call, we discuss what the Malone Financial Planning experience is and how we’d partner together.

We believe in human-first planning. In other words, we’ll dig into your unique why, concerns, and goals. From there, I can start to build out your financial plan and define your objectives.

Once we’ve dialed in on your personal goals, we can assess your current financial situation. Drawing a map begins with understanding where our starting point is! I can help you sort through your financial life to get organized and clearly understand where we are.

Really dive into the financial plan and what steps we should take to shore things up. This may include retirement planning, debt payoff, budgeting, home buying, evaluating employee benefits, estate planning, risk management, and investment analysis. We’ll analyze and evaluate your current financial status together.

We’ll condense the main concerns you have and your future-state goals into a plan that’s ready to implement.

Your life doesn’t fit into a box, and your financial plan shouldn’t. We’ll work together to build an ongoing strategy for managing your wealth in a way that moves you to and through a life transition, and toward the life you want. My long term clients meet with me twice a year, but I’m available in an ongoing capacity to help whenever a new question arises.