Our Process

Step One: Download Informational PDF

No hassle or commitment. Simply a chance to learn more. We’ve prepared a one-page document with more detailed information about how we can help you achieve your goals.

Step Two: 15 Minute Introductory Call

We can talk through your financial life. This will give us an opportunity to make sure it is a good fit and answer any questions you may have. There is absolutely no commitment or fee.

Step Three: 75 – 90 Minute Discovery Meeting

We’ll have an in-person meeting, video conference, or phone call – whatever you are most comfortable with. Here we talk through your goals and help you get your financial life organized.

Step Four: Build the Plan

We will develop recommendations with your goals and needs in mind. We also onboard you onto the software program and send you home with a bit of homework. We may reach out to ask for any additional information needed.

Step Five: Plan Implementation

Here we will deliver your financial plan, implement any necessary changes to investment accounts, and answer any outstanding questions.

Step Six: Ongoing Planning and Monitoring

We keep you up-to-date via customized monthly reports and semi-annual meetings. Each quarter, we reach out with personalized tips and advice for a milestone pertinent to your financial plan. We monitor your progress and keep you updated on what’s important, and our door is always open for questions.