Process
What's In It For You?
We help you create the blueprint for your ideal life. One that's aligned with your values, dreams, and desires.
Your personalized blueprint guides the financial strategies and decisions we recommend to achieve that life, put you in control, and make you feel secure no matter what life throws your way.
Where Do We Start?
Confirm We're a Fit
​This is a 30-minute laid back discussion about:
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​Why you decided to reach out.
You and your current situation.​
​​How we help clients like you.
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Then, we'll mutually decide if a second meeting makes sense.
Identify Needs & Solutions
This is a ~60-minute meeting to better understand:
Your personal and financial situation.​​
​The specific problem(s) you want to solve and the goals you want to achieve.
​The solution that's right for you.
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If your needs align with our offering, we'll share a proposal outlining:
How we can help you.
The estimated fee for working together.
What you can expect from your investment in our relationship.
Decide to Partner
​​​We'll begin executing your vision for success when you decide:
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You like and trust us.
We understand your unique goals and needs.
We're capable of addressing the complexities of your situation.
You're confident that we can help create your vision for success.​
How Do We Get There?
Choose a Destination
First, we want to hear about your background, family, and personal preferences.
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Then, we'll ask some questions to help us understand your values and what's truly important to you.
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We'll use those values to collaboratively create and prioritize meaningful and measurable goals.
Get Organized
Together, we'll walk through:
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- The information and documents we need you to share.
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- How to navigate your client portal, link financial accounts, and securely upload financial documents.
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- Summarizing your complete financial picture in one place.
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Then, we'll work behind the scenes to analyze your situation and form our initial recommendations.
Plan Presentation
We'll present the recommendations we developed to align your money with your values and ideal life.
In addition, we'll provide a detailed list of action items for implementation.
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We want you to:
- Understand the rationale behind every recommendation.
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- Provide feedback and adjustments if we misunderstood you.
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- Collaborate with us to assign high, intermediate, and low priority to your action items.
Implementation & Monitoring
​For ongoing clients, we'll take care of everything in our control and track our progress until your initial plan is completely implemented.
Then, we'll transition to the client service calendar mentioned below and adjust your plan as your life, goals, and preferences change.
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For one-time planning clients, we provide implementation support and a 60-day check-in to evaluate your progress and answer any questions.
Have Questions?
Submit the form (right) and a member of our team will be in touch as soon as possible.