Step 1

Introduction

We start with a 20-minute complimentary call so we can learn more about what is really important to you and if we’re a good fit to work together. If not, we are happy to refer you to another professional. At the end of this call, we'll provide you with an estimate of the cost of your personal financial plan.

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Step 2

Discovery Meeting

In this meeting, we've reviewed your documents ahead of time. This allows us to delve deeper with a clear and shared understanding of exactly what you would like to accomplish. We'll review your current scenario and ensure we have an accurate representation of your current financial state.

Step 3

Draft Meeting

In this meeting, we'll review the current status of your finances and how things may look if no changes are made. Based on this, we'll suggest potential adjustments that can be made to get you to a better place financially.

Step 4

Final Plan

Your finalized plan is presented along with an action plan and recommendations. The plan brings you all the way up to the point of implementing your plan and carrying out our recommendations.