Process
Get Acquainted Call
Agenda: Meet, learn about your goals, and see if we’re a good fit.
Outcome: Decide together if it makes sense to move forward.
You can schedule here.
Your Story and Goals Session
Agenda: Explore your financial picture, priorities, and dreams.
Outcome: The foundation of your personal/household plan.
Early Insights and Direction Conversation
Agenda: Discuss initial findings and align on your path forward.
Outcome: Clear and approved overall strategy before finalizing your plan.
Your Financial Roadmap Review
Agenda: Walk through your full plan and fine-tune the details with your feedback.
Outcome: Confirmed personalized strategy and specific next steps.
Getting Things in Motion
Agenda: Confirm completed paperwork, account set ups, and begin deploying assets.
Outcome: Executed steps to initiate financial strategy with clarity and confidence.
First Checkpoint - Course and Pace
Agenda: Review progress, answer questions, and make any needed tweaks.
Outcome: Ensure everything is running smoothly and feels right to you.
Periodic Alignment Conversation
Agenda: Reflect on and analyze interim performance. Review necessary adjustments based on changing circumstances and achievements.
Outcome: A financial life in sync with your goals and values.