It's time to get startedDon’t commit to working with any advisor before you get a chance to learn more about them and see if you get a good vibe. That’s what our initial icebreaker call is for. We’ll have a casual conversation to learn more about what you want to achieve and to give you a chance to ask questions, get answers, and walk away with the details you need before making any decisions.

Getting Organized in the Discovery PhaseOnce you become a our client, the planning process starts with your first Discovery meeting. Here, we’ll get detailed and define your goals. We’ll also gather some information to understand where you are so we can chart a course to where you want to be. You’ll get a chance to get started in our exclusive client portal and we’ll help you get your financial life organized so we get a great birds-eye-view of the big picture.

Crafting Your Financial PlanWe get to work custom-crafting your financial plan based on the documents, information, and ideas you share. This is all about you: your needs, priorities, desired outcomes, goals, and more. After the Discovery phase, we crunch the numbers to craft your plan (minus the technical jargon). The result: a few pages actionable items that are easy to digest and keep organized.

Designing Your BlueprintYour plan is like your financial blueprint that you can work from as you start taking the specific, strategic actions required to reach your goals. Together, we’ll work through your plan, answer all your questions, and give you guidance at every turn.

Embarking on Your JourneyAt this stage in the process, we’re actively working on to-dos for you or with you. Each of us will be responsible for different items, and we’ll help hold you accountable to the actions you need to take. But we’ll make sure you understand the pros and cons of every choice you make so you can choose the best option for you each time.

Right Direction towards your goalRole of our regularly scheduled review meetings involves protection, scheduled maintenance, and periodic upgrades and fixes. We just make sure everything is in good shape and resolve any problems that may arise. The goal is to protect you from the rough patches and make sure you are still tracking in the right direction toward your goals.