Our Process

Step 1

Discovery Call

The goal of our free, 15-minute conversation will be to explore your current situation and see if we’re a good fit for one another. If after our consultation we both feel we should move forward with our relationship, we will schedule our next conversation, and provide you with complimentary access to our online client portal along with a list of financial documents that will be needed.

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Step 2

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Building a Foundation

This call is all about you and how we can start to build you a better financial future. During the call we will explore deeper into your goals. We will take a look at where you are today and what you want to accomplish in the future. This call will serve as the basis to create your financial plan. Once completed, I will take all of the information gathered from the discovery call and from the documents you provide, and begin to outline a personalized financial plan.

Step 3

Recommendations Meeting

The next time we meet, we will present you with a comprehensive financial plan based on your financial history, where you stand today, and what your financial goals are for tomorrow. The recommendation is customized to help you pursue your financial goals. Your plan will include a detailed action list that we will help you implement into your day-to-day life.

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Step 4

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Tracking Your Progress

Easy 24/7 tracking is made available for you to check performance of your investment portfolio and monitor the ongoing status of your wealth management plan. Most importantly, we make ourselves available whenever needed to meet with you to review what’s on your mind and talk through how we can continue to best help you stay on track.  

Not Yet Ready For Financial Planning?

Start today with a one-time financial foundations package that includes a 60 minute phone call or video chat session to discuss topics such as:

  • Creation of a budget including help with how to best prioritize savings vs. paying down debt.

  • Debt elimination strategy for student loans and/or credit cards.

  • Explanation & review of 401K investment options, employer matching, and vesting schedule.

  • Life insurance review.

  • A detailed action plan so that you can start implementing our recommendations immediately.

Package cost: $500