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Our Process

Our process begins with you, the client, and ends with you, the client.

Our process is painless with a focus on simplicity—and it all starts with a quick chat. 


WHAT TO EXPECT

A guided, no-hassle process. 

 A few things to mention before getting started: 

  • Our initial consultation is free. You will know if we are fit to work together before paying us a single dime.

  • If we are unable to help you, we will recommend someone that can. We don't have an ego.

Step 1:

20-Minute Phone Call

We kick off the process with a quick 20-minute telephone call. Our goal is to get familiar with one another, learn about your future ideas, and discuss how we can work together.

Step 2:

First Meeting

In your first meeting, we will delve into your financial story. We will identify your goals, strengths, dreams, and concerns. If you're still interested in a partnership, will begin the client onboarding process. 

Step 3:

Second Meeting

This is where the financial planning begins to transpire and turn into fruition. This is where we will begin setting goals, crunching the numbers, analyzing the data, and backtesting our strategy to calculate its probability of success.

Step 4:

Plan Implementation


This is where you will receive access to your client portal. You will be walked through a step-by-step client onboarding process once you log into the portal.

Step 5:

Annual Review


Once a year, or annually, we will meet to review your accounts and make sure our assumptions and goals remain unchanged. Our goal is to remain on track for a successful financial plan.

CURIOUS? 

Let's schedule a 20-minute, hassle-free, exploratory call.

It's seriously no obligation. Just a quick chat. 

Book a 20-Minute Call Right Arrow