How it works

Enjoy the same transparent process with all of our plans.


Step 1

Talk to us

During a 30-minute discovery call, you talk us through your financial life. If you decide we’re a good fit for you, all you have to do is select one of our financial planning packages.


Step 2

Meet with us

After choosing your package, you visit us in person or via video chat:

  1. During the first meeting, we discuss which documents you need to gather so we can create your plan.
  2. Our second meeting is where we review your documents to better understand your finances.
  3. For the third meeting, we provide observations and recommendations for actions you can take to immediately improve your financial life.
  4. During monthly or quarterly follow-up meetings, we discuss specific, relevant financial topics in greater detail.

Ask about our Sample Client Service Calendar to see the topics we cover all year round.


Step 3

Check your email

We send you discussion recaps after each meeting. Review our notes and send us any questions you have.


Step 4

Check in with us

Actually, we check in with you. Implementation is key to your financial plan, and we're here to hold you accountable. Why? Because we care about your success! We’ll contact you each month to answer questions and help you follow through with action items.


Step 5

Enjoy financial peace of mind

Feel confident about retirement and your finances thanks to a financial plan that’s built around your goals and values.

Use our simple process to improve your financial life!

Book a discovery call today!