Our Process
When you engage with our team, we help you articulate your vision and structure your financial plan to pursue it.
Initial Consultation
Meeting #1
You can consider this as a "First Date", where we get to know each other, share expectations, and determine whether our team is a good fit for you. We establish priority needs and outline specific steps for the next meeting.
Initial Consultation
Your Financial Story
Meeting #2
We have an in-depth conversation about your priorities, goals, and dreams. The focus is on you, your family, your business, and your legacy. Both qualitative and quantitative information is explored during this meeting.
Your Financial Story
Completed by Us
Plan Development
During this step, we conduct a holistic analysis of what we learned from our first two meetings to design a plan around your priorities, goals, and dreams.
Completed by Us
Strategy Presentation
Meeting #3
We present written recommendations that align with the pursuit of your goals. Included will be a defined action plan with multiple options to consider. You will be given access to our system to monitor your financial situation, which allows daily updates.
Strategy Presentation
(Most Important Step!)
Take Action
Your plan is only as good as the action behind it. This step is where the strategies presented are acted upon by you with us guiding you along the way (If you choose).
(Most Important Step!)
Live Your Plan
We realize that your financial needs and goals will change as time goes on. Our team will conduct regularly scheduled planning sessions to keep your financial plan aligned with your priorities, goals, and dreams.