One-time Plan: Our Process
1 - Introductory Meeting
A complimentary first meeting or phone call to get to know one another and explore what it might look like to work together.
2 - Organize
Gather your financial documents and we will help you get organized.
3 - Discover
We will spend time helping you discover your goals and values in order to develop your customized road map toward success.
4 - Plan
A blueprint to help you see your current trajectory towards your goals and illuminate a glide-path to help you get from A to B.
5 - Implement
We will work with you to put our recommendations into action.
6 - Check-in
We will follow-up with your progress towards your goals.