When It Comes to Your Wealth
We Begin with the End in Mind

Planning Process

Our in-depth planning process is designed to look at every critical aspect of your finances. We have a simple process with a focus on understanding—and it starts with a conversation.

Couple Sitting with Financial Advisor_ed

Our mission: to help make your desired standard of living possible for your lifetime

11062b_d8d0455bde514bdc99de3b3563000853~

What to Expect

A step by step, no pressure process

STEP 1: 30-Minute Introduction Zoom or phone conversation

We start with a complimentary conversation—giving us a chance to get to know each other, learn about your ideas for the future, and how we can work together.

STEP 2: Discovery

The Discovery is all about you—your life goals, concerns, and dreams. We’ll find out what’s most important to you and how your money can help you achieve it.

STEP 3: Investments

We’ll uncover your risk tolerance and see how your current portfolio stacks up on fees, diversification, taxes, and expected performance.

STEP 4: Financial Plan Delivery and Implementation

It’s time to see how your whole financial life works together. We’ll deliver your custom financial plan and talk about how we will implement it together.

STEP 4: Financial Plan Building

Together, we’ll gather your financial plan data, and make sure your plan envisions the life you want.

STEP 3: Ongoing Support and Communication

The next set of meeting topics and priorities are based on the needs identified during the plan build process.

When It Comes to Your Wealth We Begin with the End in Mind

Planning Process

Our mission: to help make your desired standard of living possible for your lifetime

What to Expect

When It Comes to Your Wealth
We Begin with the End in Mind