Jonathan Thomas, CFP

A check-in for quick questions, updates or anything on your mind.

A focused conversation to understand your goals, challenges, and what you’re looking for in a financial advisor.

I’ll ask a few questions, share how I work, and outline what a planning relationship would look like.

No prep needed. No pressure. Just clarity on next steps.

Let's grab Coffee

Our spring review meeting is focused on progress and adjustments.

We’ll review:

• Investment performance and allocation
• Tax projections and planning opportunities
• Retirement progress and cash flow
• Any life or career changes

This is a working session — we’ll make updates where needed and confirm action steps for the rest of the year.

Please upload any Documents (including past year's tax return) to your Financial Planning Portal in advance.

A working session to confirm your financial details and align on priorities before plan development.

We’ll review accounts, cash flow, and key documents to ensure everything is accurate and complete.

Please upload any requested & relevant documents to your Financial Planning portal.

A comprehensive review of your financial plan outside our standard meeting cadence.

Best for new clients, major updates, life transitions, or when you want a deeper planning reset.

Please upload any relevant statements & documents to your Financial Planning portal.