- Discovery Call
15 minutes
Our journey together always begins with a discovery call. This 15 minute chat allows us to get to know each other and both determine if working together will be a good fit.
- Financial Analysis
1 hour 30 minutes
We dive into an hour long discussion about your financial situation and your goals. This helps us to understand what you would like your financial situation to look like so that we can help craft a strategy to get you there.
- Personalized Strategy
1 hour 30 minutes
After consolidating all of the information from your Financial Analysis, we regroup to present you with your own Personalized Strategy that helps you meet your goals.
- Implementation Meeting
30 minutes
After reviewing your Personalized Strategy, let’s turn it into action. We will take the steps together to help implement what we’ve discussed.
- Existing Client Q&A
30 minutes
We are always here to serve our clients and answer any questions that come up for them between our regular 6 month check-ins. Grab some time to discuss whatever is on your mind.
- Existing Client 6-Month Review
45 minutes
We check in with our existing clients every 6 months to review your strategies and revisit your goals, allowing us to work with you on adjusting the strategy as needed so that it best suits your current goals and needs. There is no cost ...