Our Process

We are dedicated to offering a collaborative, comprehensive approach to your finances. We strive to be a guide and friend on your journey and provide practical advice, an empathetic ear, and encouragement along the way. 

1. Connect & Assess

In this initial chat, we'll have the opportunity to get to know each other and discuss your financial concerns, goals and aspirations. Following our meeting, we will provide you with a summary email outlining the next steps, ensuring you have a clear understanding of what it means to work with us before you make any decisions. 

2. Goals & Data

During this session, we'll collect the data necessary to get a full view of your current financial picture and determine clear goals so we can craft a personalized plan to get you there. 

3. Present Plan

After taking the information and ideas from your goals and collected data, we will share our recommended plan with you and then review and adjust until you are confident in it. 

4. Execute & Monitor

Once we are on the same page, we will open the recommended accounts, facilitate any transfers, and implement other items in the plan. From here, the partnership begins, and we will work together to keep you on track. 

Let’s work together.

Book Appointment