"A goal without a plan is just a wish." - Antoine de Saint-Exupery

1. We begin our process with a simple 15 minute call to determine if there is a good fit for you and for us. 

If the answer is yes, then we move to our Discovery meeting. 

If the answer is no, we help you locate resources that will better fit your needs. 

2. During our discovery meeting we will dive deeper into your goals and needs so we can start to design a plan that maximizes your ability to reach your goals.  

3. From here we move on to Data Collection.  This includes a personalized list of documents and information we will need to build your individualized financial plan. 

4. Next comes the Plan Presentation meeting where we will review our initial plan and recommendations to simplify your financial life and provide clarity on the path forward. 

5. Implementation is the final step of our initial process. This is where the rubber hits the road. Once we have agreed on a framework you feel good about, we'll discuss how we can work together to make this a reality.  

Follow-up is one of the most important elements of our process. There is a tendency to celebrate (prematurely) once the initial plan is finalized. But if the plan only sits on a shelf and collects dust, it doesn't do you any good.

We check in with you at the 30-day mark and at the 90-day mark to ensure we are making progress.  

On an annual basis you can expect at least 2 scheduled meetings, an annual review meeting in Spring, and a Year-end review in late Fall to discuss tax opportunities and anything else that has popped up that may need to be dealth with before the end of the year.