From Intro Call to Ongoing Personal Advice – We make it easy!
Step 1: 30 Minute Intro Call
We want to get to know you, your situation, and what you are looking for in a financial planning relationship. We will share how we work with our clients and we both will determine if we are a good fit to work together.
At the end of this call there is no hard sell – we’ll ask you to reflect on whether our expertise will benefit you and your family.
Step 2: Collaboration
We will work with you to organize your financial life, and provide tools to see it all in one place. We will also go over your long-term vision and values to clearly understand where you are and what you’re trying to accomplish.
Step 3: Implement Your Plan
Together we will review your full financial picture and how it falls in line with your long-term goals and priorities.
Then we provide recommendations, action items, and your one page financial plan.
Step 4: Ongoing Planning
With recurring Bi-Annual meetings and check-ins as necessary, we keep your plan up to date and make needed changes as your life happens.