Our Process
Purpose, Ambitions & Fit
Our no obligation meeting is open to any questions you may have and to determine financial objectives. In addition, our meeting determines if we are a good fit for each other and designs what an ongoing relationship looks like.
Financial Blueprint
If you decide to work with us, we will begin crafting a financial plan tailored to your financial situation through a three-step process.
Presentation
During our financial plan meeting, we will first go over any questions you have. Our meeting will show you the nitty-gritty of your finances and explain situations that may improve your goals. In addition, you will be given access to our financial portal so you can see firsthand the work we are doing.
Regular Meetings
Our work never ends as your financial situation constantly evolves. We will meet regularly throughout the year to update you on your finances, goals and to explain financial conditions that could impact your plan. In addition, we will answer any questions you may have.