Our Process

1. Introduction

30 minute call
We will identify your goals, priorities, and any obstacles you may have. We’ll also mutually establish what your expectations are for us and our growing partnership.
2 - 4 Weeks Later
After our first meeting, together we’ll take a deeper dive. An agreement is signed and we will begin a more detailed conversation about your goals. From there, we’ll gather your financial data and start designing your preliminary plan.

2. Discovery
3. Strategy

2 - 4 Weeks Later
Now that we have a foundation, our team will analyze your current situation, make recommendations and begin to strategize with you on the next steps forward.
4 -6 Weeks Later
Final strategies and recommendations are presented and put into action. Investment accounts are opened at one of our partner firms (eg: Charles Schwab) and planning strategies are implemented.

4. Implementation
5. Ongoing Support & Advice

Lifetime
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, our team will be there to adapt your plan so it grows along with you.

1. Introduction

30 minute call
We will identify your goals, priorities, and any obstacles you may have. We’ll also mutually establish what your expectations are for us and our growing partnership.
2. Discovery

2 - 4 Weeks Later
After our first meeting, together we’ll take a deeper dive. An agreement is signed and we will begin a more detailed conversation about your goals. From there, we’ll gather your financial data and start designing your preliminary plan.
3. Strategy

2 - 4 Weeks Later
Now that we have a foundation, our team will analyze your current situation, make recommendations and begin to strategize with you on the next steps forward.
4. Implementation

4 -6 Weeks Later
Final strategies and recommendations are presented and put into action. Investment accounts are opened at one of our partner firms (eg: Charles Schwab) and planning strategies are implemented.
5. Ongoing Support & Advice

Lifetime
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, our team will be there to adapt your plan so it grows along with you.

1. Introduction