Our Process

We seek to attract and service clients who want or need a financial plan and strategy. 

Step 1 - Initial Phone Meeting

Before our first meeting, we schedule a 15-minute phone call to discuss your interests, goals, expectations and what type of financial engagement you are seeking.  

Step 2 – First Meeting

The goal of this meeting is to get to know one another.  Have a conversation about your life goals, financial objectives and vision of the future.  Take an inventory of your financial standing, current strategies, behaviors, and the processes in place to inform your financial choices.

Step 3 - Second Meeting

We will explain exactly how we can work together.  Areas we see we can create value and processes we will build to save you time, add value to your personal and financial goals.  Provide an outline of deliverable recommendations, conversations and decision points and a timeline.  We will also provide a clear cost of services.  

Step 4 - Third Meeting/Paperwork

We will start collecting information required to become a client and sign a financial planning agreement.