Our Process

Making Financial Planning Simple and Effective

Our process is designed to educate and simplify financial planning. We take time to build a relationship and understand your goals, concerns, vision, and values. We want you to have financial clarity, confidence, and peace of mind.

We strive to create an enduring impact that is profoundly positive in the lives of the people we serve by earning the right to be their trusted advisor.

Our Approach

Our process is built around you, offering a clear and personalized path to achieving your financial goals.
Here’s how we work with you:
Introduction
  • The first step is a 30-45 minute meeting where we get to know each other. We will explore what is top of mind for you and how we can help. 
Discovery
  • The purpose of this meeting is to dive deeper by learning more about your financial position. Together, we start building your financial roadmap by discussing your priorities, goals, concerns, assets, liabilities, income, and expenses. 
Strategy
  • The purpose of this meeting is to review your financial roadmap and demonstrate how we can partner together to improve your financial position. Building upon our Discovery meeting, we will share an enhanced roadmap that contains a more detailed analysis of your current financial position, projections into the future, and model planning ideas to consider. We will review principles for successful long-term investing and start building your investment strategy.
Decision
  • At this point, we decide if we are a good long-term fit and if we want to work together. We want you to have time to review what we have shared, and ask any additional questions. There is no rush, no high-pressure sales. This is an important decision and we want you to feel great about it.

We look forward to serving you!

We will finalize strategy and start implementing your financial roadmap. The first step is to complete your new client engagement paperwork. Then, we will open investment accounts with our custodian, Fidelity, where we manage and monitor your investments. Next, we will collect and review important planning documents such as tax returns, wills, trusts, insurance policies, etc… all the important nuts and bolts to your financial roadmap. Lastly, we will discuss what the years ahead look like. We will serve you through regularly scheduled meetings, proactive outreaches, and ongoing planning.


We like to meet with our clients at least three times a year:

  1. at the beginning of the year
  2. in the middle of the year
  3. at the end of the year


And of course, we are available anytime between. 

Two men are sitting at a table having a conversation.