How it works

Enjoy a refreshingly transparent financial experience.

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Step 1

Talk to us

During your Discovery Call, you talk us through your financial life, what's on your mind, and why you reached out.

Every client begins with either the Grow or Retire experience and then proceeds to the +Invest ongoing relationship which includes financial planning, tax planning, and investment management.

If there's a mutually good fit where you can experience massive value through our expert retirement guidance, we'll discuss how that looks for you.

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Step 2

Meet with us

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

  1. During the first meeting, we begin creating your Statement of Financial Purpose. We also discuss cash flow optimization, tax planning opportunities, and debt management immediately in this first meeting.
  2. For our second meeting we introduce your financial plan overview, retirement trajectory, and cast a vision for possibilities.
  3. For the third meeting, we provide recommendations surrounding your investment portfolio including employer retirement accounts, brokerage accounts, IRAs, Roth IRAs, college 529 accounts, and inherited accounts. You learn your portfolio risk number as well as your personal risk number, along with empowering investment education and exclusive client webinars to help you invest fearlessly.
  4. After 3 months, our meeting cadence moves to quarterly strategy meetings where we help you stay on track with your goals, provide real-time guidance, actively promote healthy financial behaviors, and guide you through ongoing tax law changes, estate law changes, and the ever-changing investment landscape.
    • During these meetings we also perform insurance reviews, estate planning action items, and any topic that involves money is fair game.
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Step 3

Take action

Our clients love how organized and clear we make taking action to optimize your financial life. After every meeting we email you meeting recaps to highlight action items and summarize our discussion.

Review our notes and send us any questions you have or use our online calendar to book "Working Meetings" to schedule time together for screenshare visits to complete action items.

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Step 4

Experience success

Implementation is key to your financial plan, and we're here to hold you accountable. Why? Because we care about your success!

We proactively reach out to answer questions and help you follow through with action items. We educate you on financial planning opportunities related to tax-saving decisions, investment optimization, and exposing financial blind spots.

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Step 5

Enjoy financial peace of mind

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

Use our transformative experiences to improve your financial life!

Book a discovery call today!