Step 1

The Intro Call

This is a laid-back 30-minute meeting to get to know each other. You don’t need to have anything prepared for this call. Just bring yourself and a good attitude.

Step 2

Discovery

The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. 

We'll ask questions like:

• What are your short-term, mid-term, and long-term goals?

• What's your experience with money?

• What do you want your retirement to look like?

Step 3

Our Analysis

This is where we run the numbers, take a holistic look at your financial situation, and find the answers to your questions.

Step 4

Plan Delivery

Here, we review your financial picture together, share our recommendations, and present immediate action items. You'll also be given a simple 1-page financial summary of everything we've talked about, so after our meeting, you can easily reflect on what we discussed.

Step 5

Monitor and Review

We follow up and meet as necessary to make sure you feel confident in your financial plan moving forward. In each of our review meetings, we will create an up-to-date plan, update investments, track your net worth, and make necessary changes.