Our Process

Step 1:

20 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

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

Schedule a DISCOVERY CALL

Step 3:

Build the Plan

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

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

You'll have unlimited email access and questions.