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Our Process


Step 1: 15 Minute Introductory Call Mount Pleasant, SC Black Dog Financial Planning

Step 1:

15 Minute Introductory Call

We can talk through your financial life. This will give us an opportunity to make sure it is a good fit and answer your questions.



Step 2: 45-60 minute discovery call Mount Pleasant, SC Black Dog Financial Planning

Step 2:

45-60 Minute Discovery Call

Here we can talk through your goals and help you get your financial life organized.

Schedule a DISCOVERY CALL



Step 3: Build the Plan Mount Pleasant, SC Black Dog Financial Planning

Step 3:

Build the Plan

We will develop recommendations with your goals and needs in mind.



Step 4: Plan Implementation Call Mount Pleasant, SC Black Dog Financial Planning

Step 4:

Plan Implementation Call

Here we will deliver your financial plan, implement any necessary changes to investment accounts, and answer any outstanding questions.



Step 5: Monitoring and Check-In Mount Pleasant, SC Black Dog Financial Planning

Step 5:

Monitoring and Check-In

You'll have unlimited email access and questions.