Our Proven 6-Step Process:
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Discovery Call:
Share your goals and aspirations
Discuss our process, pricing, and potential assistance
Determine mutual fit for collaboration
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Organization Session:
Securely organize your household’s financial details
Share information to keep plans up to date
Uncover and make sense of misplaced or complex accounts
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Values Discussion:
Explore your values, priorities, needs, and wants
Develop a deeper understanding of your ideal outcomes
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Adjustment Series (4-6 Meetings):
Dive into each financial area for in-depth discussions
Optimize towards an ideal plan through collaborative adjustments together
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Review and Vision:
Recap progress and accomplishments
Confirm or adjust priorities and goals
Commence ongoing monitoring for continued success
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Semiannual Series:
Conduct essential tasks such as tax preparation and projections
Rebalance investments for optimal performance
Capture planning opportunities in evolving life stages
We move at your pace
We understand comprehensive financial planning is a significant request of your time. Clients have found over an over that this upfront investment pays off significantly in the long run both in a greatly improved financial life but also in freed up time and capacity.
We have all started new endeavors and know they can seem overwhelming at the beginning. We are here to guide you through every step and make the process as efficient for you as possible. We are happy to accommodate your busy schedules with flexible meeting times and lengths.