Our Process

Step #1: Discovery Call

This is a quick 20-minute call (virtually or via phone) to determine whether working together makes sense.

The goal of this meeting is to get to know you, your situation, and what you're looking for in a financial planning relationship.

After all, you wouldn't consult an eye doctor for a dental issue!

Step #2 - Collaboration (1-hour)

Much like a doctor wouldn't prescribe without a diagnosis, our approach involves a deep dive before giving advice.

After signing an engagement agreement, you’ll gain access to our secure online portal to upload key financial documents—investment statements, pay stubs, tax returns, insurance policies, and more.

This information will provide a comprehensive view of your financial situation, which we’ll review together during our Get Organized meeting to fill in gaps and ensure we fully understand your financial picture.

Step #3 - Financial Overview

We'll sit down to dissect your financial world - your dreams, your net worth, how you're investing, and your tax situation.

In straightforward terms, we'll discuss actionable steps and complete a comprehensive plan aimed at minimizing taxes, boosting your retirement, and optimizing investments, all while ensuring you have more time for what truly matters.

Step #4 - Accountability

Life's a juggle, and we know it's easy to drop the ball on big tasks. That's why we've got this step - to make sure your plan sticks. We'll nudge and meet as needed, so you stay confidently on track.

Like a doctor, we will periodically check in to see how you are doing!

Step #5 - Ongoing Planning

We'll revisit your financial landscape periodically, focusing on your evolving goals, net worth, investment strategies, and tax implications.

In clear terms, we'll refine recommendations and action plans, ensuring your financial strategy evolves to lower taxes, enrich your retirement, and amplify your investments, all while giving you back precious time to dedicate to your passions.

Our Services

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