Process

In an initial call, you’ll let us know what financial concerns are on your mind, and we’ll explain more about how we work. This allows us to see if we’re a good fit to work together.

This meeting is entirely focused on getting to know all about your family situation, your thoughts about money, your goals, your dreams—and how you ideally envision your golden years.

At this stage, we’ll define roles and expectations. In order for our partnership to flourish, we believe that making clear commitments on both of our ends is key.

We’ll present various plans designed to lead to your desired outcomes. Together we’ll walk through all of your options and the implications of each. We always take a collaborative approach, so you’ll be able to choose the path that works best for you.

Throughout the years, our team will regularly monitor your progress. We’ll have regular meetings to discuss life changes, make sure you’re on track, and update your plan as necessary.