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Our process begins and ends with you.

We have a simple process with a focus on understanding—and it starts with a conversation.

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Our Process

WHAT TO EXPECT

A step-by-step,
no-pressure process.

A few things to note before you start:

  • There is no cost or obligation. You will know exactly how we can help you before you pay us a single penny.
  • If we are not a good fit for each other, we will recommend an alternative for you.
chat bubbles bullseye road sign progress circle calendar progress
STEP 1

45-Minute Intro Zoom

We start with a complimentary virtual meeting—giving us a chance to get to know each other, your ideas for the future, and how we can work together.

STEP 2

Discovery Meeting

The Discovery Meeting is all about you—your life goals, concerns, and dreams. We’ll find out what’s most important to you and how your money can help you achieve it.

STEP 3

Investment Meeting

We’ll uncover your risk tolerance and see how your current portfolio stacks up on fees, diversification, taxes, and expected performance.

STEP 4

Financial Plan Building Meeting

Together, we’ll gather your financial plan data, and make sure your plan envisions the life you want.

STEP 5

Financial Plan Delivery and Implementation Meeting

It’s time to see how your whole financial life works together. We’ll deliver your custom financial plan and talk about how we will implement it together.

STEP 6

Ongoing Support and Communication

The next set of meeting topics and priorities are based on the needs identified during the plan build process.

chat bubbles
STEP 1

45-Minute Intro Zoom

We start with a complimentary virtual meeting—giving us a chance to get to know each other, your ideas for the future, and how we can work together.

bullseye
STEP 2

Discovery Meeting

The Discovery Meeting is all about you—your life goals, concerns, and dreams. We’ll find out what’s most important to you and how your money can help you achieve it.

road sign
STEP 3

Investment Meeting

We’ll uncover your risk tolerance and see how your current portfolio stacks up on fees, diversification, taxes, and expected performance.

progress circle
STEP 4

Financial Plan Building Meeting

Together, we’ll gather your financial plan data, and make sure your plan envisions the life you want.

calendar
STEP 5

Financial Plan Delivery and Implementation Meeting

It’s time to see how your whole financial life works together. We’ll deliver your custom financial plan and talk about how we will implement it together.

progress circle
STEP 6

Ongoing Support and Communication

The next set of meeting topics and priorities are based on the needs identified during the plan build process.

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