What to Expect Working with Me
Kristi Allan
✨ Working Together: What to Expect
I’m glad you’re here. My goal is to help you make confident, informed decisions about your financial life and to do that, it’s important we’re aligned on how we work together.
Here’s how I structure things to protect your time, your money, and your peace of mind.
✅ What’s Included in Our Work Together
- Clear, personalized financial guidance tailored to your goals
- A written plan with actionable steps
- Ongoing support via scheduled meetings and follow-ups
- Access to my professional network (accountants, lawyers, etc.) if needed
- Respectful, judgment-free conversations - always
🔒 What’s Outside the Scope
To keep our work focused and effective, I don’t personally provide the following services but I’m happy to refer you to trusted professionals who do:
- Therapy, mediation, or guidance for navigating complex family dynamics
- Legal advice (though I can help you prepare the right questions and refer you to excellent estate lawyers if needed)
These needs often come up during estate and legacy planning, which can be emotionally charged - especially in families with complex relationships. If you're facing challenges around money, communication, or boundaries, you're not alone. Getting the right emotional and legal support doesn’t just benefit your wellbeing - it makes it easier for us to implement a clear, confident financial plan.
I’m always happy to connect you with the right professionals so you feel supported on all fronts.
🤝 What I Ask from You
- Show up to meetings prepared and on time
- Be honest about your goals, values, and financial situation
- Follow through on agreed-upon next steps
- Communicate respectfully - especially when conversations get tough
💬 My Process
- Discovery Call – A 30-minute chat to see if we’re a good fit
- Engagement Agreement – A clear outline of scope, timing, and fees
- Planning Phase – We build and refine your financial plan together
- Implementation & Support – You take action, I support you as needed
If you’re ready to move forward, I’ll send a detailed engagement letter outlining everything above so we both know what to expect. I want this process to be smooth, empowering, and aligned with your goals - not stressful or unclear.
Let me know if you have any questions. I’m here to help you take the next right step—one clear decision at a time.
Warmly,
Kristi Allan, CFP®, CLU