Our Process

Schedule A Call

Tell us about yourself and what you’re looking to accomplish in working with a CERTIFIED FINANCIAL PLANNER™. We’ll share briefly about who we are and how we approach financial planning to determine if we are a good fit. We know that we may not always be the right firm for everyone and will happily refer you to a firm that may be a better fit for your needs.

Discovery Meeting

What are your goals? If we were able to accomplish everything together financially, what would that look like? This 60-minute meeting is all about you and seeking to better understanding your needs and what it would look like to provide you the most value.

Presentation & Proposal

In this meeting, we’ll walk you through our recommendations and identify the value we can add to your financial situation by outlining the steps needed to accomplish your financial goals. All recommendations will be presented to you on our One-Page financial plan document (yours to keep) and digitality through our financial planning software.

Sleep On It

We want clients that are a mutual fit, so there’s never any pressure or obligation. Choosing a financial advisor takes time, and we don’t want you to rush your decision. If you decide to work with us, we’ll be ready to get to work and will lay out the next steps for you in an Onboarding email.

Ready To Get Started?

Contact Us