1) Introduction/ Engagement Meeting

• A free 30-minute call to get a basic understanding of your situation and ensure there is a mutual fit.

2) Discovery/ Data Gathering

• A no-strings-attached conversation where we dive a bit deeper into your needs, concerns, and views on your financials. After this meeting, we can hopefully decide if it makes sense to move forward in an official planner-client capacity.

3) Analyze

• This is where we pull together all the data to get an idea of where things currently stand.

4) Plan Presentation

• We will assess your current situation, its strengths and weaknesses. We will then identify tangible steps to build your financial foundation or optimize what you have already established.

5) Implementation

• Implementation is the key to any plan. A plan is just a document, if there are no actionable steps and no execution nothing is accomplished.

6) Ongoing

• A plan is only relevant for a short period. As life changes your plan should adapt along with it. That is why we meet regularly to hold each other accountable and work toward your goals.