Get Started

If after reading through the Who Should Use Fisch Financial? blog post (and perhaps other parts of the website), you want to discuss working with me, please contact me and we’ll get started. Here’s the general process we’ll go through.

    1. I’ll ask you for a fair amount of financial information via a google doc. This information will not include account numbers, but will include names of institutions, balances and any on-going contributions/payments, and other relevant details. This is just to give me a general idea of your financial situation before we meet for the first time. If your finances are fairly organized, this will maybe take an hour or so. If not, it could take days :-).
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    2. We’ll set up a time to meet in person, probably about an hour for this first meeting. At this meeting we’ll talk about your values and your goals – financial and otherwise – and I will most likely follow up with a bunch of additional requests for detailed information based both on what you submitted on the google form and as a result of our conversation. This will likely be a back-and-forth scenario, as you give me additional information I will likely have some additional questions.
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    3. After our conversation, and after reviewing any follow-up information I’ve requested from you, we’ll set up another meeting (again, probably about an hour), where I’ll go over what I’ve learned and propose a plan for how we’ll move forward. That plan could range from “you’re great, I’ve got nothing” to “you’re good, here are a few suggestions” to “I think we should meet multiple times and talk about one or two things each time.”

This is the general process but, because each person/family and their situation is unique, the process is flexible and will adjust to what works best for you.