We’d love to get to know you better. This call simply gives us the opportunity to meet briefly to get acquainted with one another.

This call aims to gain a deeper understanding of your situation before providing you with any planning or investment recommendations. We’ll start to identify financial resources - things like income, investments, debts - that may help us create your initial plan. Most importantly, our conversation will revolve around your priorities and what matters most to you.

We’ll craft a 90-Day action plan outlining our next steps together. We’ll also provide transparent pricing and address any questions you may have before establishing our Advisory Agreement.

With your plan's vision set, it's time to examine your financial resources in detail. This involves reviewing your cash flow (income, expenses, and savings), investment portfolio, current tax status, work benefits, insurance coverage, and estate planning documents. If these documents are scattered, don't worry - we specialize in helping clients get organized and stay organized.

We will provide your initial plan that addresses your immediate concerns. This plan includes clear instructions for implementing our recommendations and introduces our continuous planning process.

We maintain an ongoing partnership with our clients to accommodate life changes and schedule bi-annual meetings for plan adjustments as required.