What to Expect

1. Initial Meeting

We meet to learn about you, your family and the things you care about. It’s starts with you and will always focus on you. Our first few conversations are designed to help you decide if you feel we are the right group for you. We’d be happy to meet over lunch or coffee.

2. Goal Identification

Money is simply a tool to help you live the life you want to live. What is that ideal life? What you want out of life will help determine everything we do together. Do you know your short, mid, and long term goals?

3. Agree on Relationship

What is the best way to achieve those goals? Here we decide the best way to work together.

  • Ongoing Planning & Advice
  • One-Time Plan

4. Determine a Direction

Now that we are working together, we dive in to your data. Then, based on your goals, we sculpt a personalized strategy for you to achieve them. We spend our time together educating you and collaborating in Strategy Sessions.

5. Deliver Your Plan

Now that we are working together, we dive in to your data. Then, based on your gWith goals clearly identified and clear strategy we can all commit to, we align both in a written plan to execute. The plan will be 1-2 pages, written in clear, actionable English. No more of those 120 pages of confusing graphs and jargin-filled statements. 

6. Enact the Plan

We’ve identified achievable goals in the plan that you can carry out in the next twelve weeks, not twelve months. We connect with clients quarterly to celebrate towards goal achievement, refine goals, and help maintain momentum towards an ideal future.