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Our Process

Our 3 Meeting Process


No matter where you are starting from today, our goal is to meet you there to begin the process of determining where you want go. We have combined the seven steps in the financial planning process into three meetings in order to keep things simple.

We start by creating a straightforward financial plan and conclude with easy to follow action steps for helping you get things moving in the right direction. Learn more about what questions we can help you to answer by visiting our Services & Pricing page.

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!

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