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1.
Reach Out
We’d love to hear from you! Please select a time that is convenient for an introductory call or meeting. |
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2.
Introductory Meeting
In this complimentary meeting, we want to learn about you, your priorities, and how we can best help you. You will also learn how the financial planning process works. We will answer any questions you have and address immediate financial concerns. Even if you don’t want to work with us, you’ll leave this meeting armed with information and direction to help address your priorities. |
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3.
Sharing Information
If we are a good fit for each other, we will begin gathering your personal and financial information to start our analysis and recommendations. We ensure nothing gets forgotten. We’ll discuss your goals and priorities in more detail, to make sure we are on the same page and building a plan that aligns with your dreams of the future. |
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4.
Plan Review & Recommendations
The documents and information you provide help us understand where you are today to prepare a plan that aligns your personal, professional, and financial “lives” to help you stay on track and moving towards your goals. |
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5.
Life Happens!
And when life changes, money changes. So we’ll have regular check-ins and review meetings to stay connected to help you navigate the significant events in any aspect of your life. |
