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What You Can Expect

Our 3 Meeting Process


No matter where you are starting from, we want to know what is important to you and what you are looking to accomplish. 


We start by helping you prioritize your short-term and long-term financial goals, and conclude with easy to follow action steps. 


We look forward to getting you the answers to all of your questions!

1.
Introductory
Call


(Phone/Zoom) 15-30 minutes

  • Discuss desired outcomes of planning and your financial goals
  • Determine if our services will address your needs and review pricing

2.
Discovery
Meeting


(In-person/Zoom) 30-60 minutes

  • Discuss data and clarify assumptions - your goals, current assets/liabilities, income/expenses
  • Determine priority of goals (short-term and long-term)

3.
Plan Review & Recommendations Meeting 

(In-Person/Zoom) 30-60 minutes

  • Review findings and opportunities
  • Discuss recommendations and answer questions
  • Implement the plan!

Learn More About What To Expect

Start With A 'Big Picture' Snapshot

Start With A 'Big Picture' Snapshot

We look forward to building a personalized financial plan for you.

We help you gather the pieces of your financial puzzle and connect them together, to help you simplify and organize your finances.

Learn more by visiting our Services page.

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