We believe in understanding your story and how you want your next chapters to unfold.
Whether you’re experiencing a change in your life or simply looking to plan for the years ahead, our process remains the same. We’re focused on learning what matters to you and what your life goals look like—and helping you thoroughly understand your options. Together, we’ll organize and optimize your finances in a way that supports your values and aspirations.
Here’s How Our Process Works
1
Introduction Call
Our first step is to get to know each other. We’ll answer any questions you have and will share more about how our services work. This conversation can help us mutually decide if we would be a good fit before we move forward.
2
Exploratory Meeting
In this meeting, we look forward to learning more about you—your goals, needs, worries, wants and dreams. This time further provides an opportunity for both of us to be confident that we match up well as an advisor and client pair.
3
Financial Evaluation
Based on our exploratory meeting, our team will put our heads together to determine where improvements can be made in order to achieve your goals and improve your trajectory.
4
Plan Finalization
In this meeting, we’ll go through the personalized recommendations our team has come up with. Together, we’ll talk through your various options, detail the reasoning behind and potential outcomes of each, and finalize your plan forward.
5
Routine Check-Ins
Once we’ve put your plan in place, we’ll continuously keep you up to date on your progress through regular meetings to go over your plan and accounts. Over time, we’ll monitor your plan and make adjustments as new goals are established and as your life evolves.
