The first step in our process is to have a 45 minute call. Our goal in this meeting is to understand what your current pain points are and how you’ve approached your financial decisions to this point. We’ll also discuss the rest of our process to ensure we are a good fit before moving to the organizational meeting.

After determining our process will be able to help you take control of your money, the next step will be to understand what it is your family is working for. This is different for everyone and is the foundation of our advice. At this phase of life it’s ok if you haven’t taken the time to figure it out yet either.

We’ll also use this meeting to gather and organize your current financial picture as our starting point.

To us your financial plan is our guide. At this point we’ll get together to present your plan based on the goals we discussed previously. We’ll have a list of recommendations to take control of your money for your family. Based on your preferences, we’ll work together over the next few months to implement the recommendations.

Your plan is not something that we run through and check off some boxes. The one thing we know is that life is going to change. Twice a year we’ll sit down to revisit your plan to make any necessary adjustments.

We know life can change quickly. So we are always available to discuss any adjustments between our regular meetings.