Our Process

Finding the right fit and diving into the unknown can be daunting, so here is a closer look at what you can expect from working with us

Our approach to financial planning starts with discovery – what are the things that are important in your life? What are the things you want to change in the world? Financial decisions almost always are life decisions and we are here to listen to you and create a financial plan that will support your unique life goals. Understanding the next steps to take can be overwhelming, so we laid out our process in order to give you an idea of what working with us will look like.

step 1

First we would like to have a brief introductory meeting with you (20-30 minutes). This is an opportunity for you to get to know us and give us a general idea of your situation.

step 2

If you would like to continue with us after this first meeting, we will have a more in depth meeting where we can start to make suggestions for the next best action to take based on your goals, values, and objectives. In this meeting, we will also discuss steps to becoming a client.

step 3

Once you have decided to move forward with us as a client, we will begin to implement the plan that we developed together.

step 4

As a client, it is up to you how involved you would like to be. We will contact you to schedule a meeting at least every six months and we encourage you to reach out any time you have questions or plan on making any big life changes.

To schedule your free introductory meeting, please click on the button below and select a time through our Calendly

schedule meeting