Get to know us and how we work:

• Stress-free, no obligation consultation

• Determine which engagement option is the best fit

• If we are unable to serve you we will look to get you connected with one of our trusted partners. 

Learn more about you, your family, goals, and values

• Take inventory of assets, liabilities, income, insurance, and expenses

• Identify and prioritize pain points

• Document collection to help drive the analysis

We take the information collected in the discovery meeting and begin developing a plan unique to you

• Financial planning, investment, and tax software to help with our analysis

• Identify opportunities and challenges

Review the initial financial plan

• Ask what if questions and work through different scenarios

• Education around planning, investment, and tax strategies

Using the financial plan as a guide we tackle the highest priority items

• On-going support and accountability for outstanding planning tasks

• Trusted partner and advocate to help with financial decisions in real time

• Regular reviews to monitor progress