1. Discovery Call

We’ll talk about your goals, concerns, and unique financial situation. We’ll explain the tools in our toolkit. And you get to ask all about fees, our fiduciary standard, and anything else on your mind.

After this meeting, if we truly believe we can help you (and you truly feel that we might be the right advisor for you), we’ll go from there. If not, we promise to share as much useful information as possible to help you take your next best step.

2. Data Gathering

1-hour meeting to collect financial data, clarify your concerns, and confirm financial goals.

3. Strategy Session

Discuss solutions for your most pressing financial concerns: What specific mix of actions and investments can move the ball forward?

4. Ongoing Partnership

Implement financial recommendations and outline next steps.

✔ Two planning sessions per year.  #1: Set up for success. #2: Progress tracking.

✔ Chat over Zoom, talk on the phone, text, or email as questions come up!

✔ An action checklist following each meeting.

✔ Proactive financial planning.

✔ Thoughtfully selected investments and hands-on implementation of recommendations.