What happens after you click “Schedule Consultation?”

We want you to know exactly what to expect. Our process is simple, transparent, and built to help you decide if we’re the right fit for your financial journey.

Step 1

The Intro Call

This is a casual 30-45 minute conversation where you can share what you’re looking for and ask us any questions. We’ll also explain how we work and see if we’re a mutual fit.

No pressure, and no hard sell.

Step 2

The Executive Summary

If we both agree to keep the conversation going, we’ll review your situation and prepare an executive summary highlighting the “low hanging fruit”—areas where we see immediate opportunities for improvement.

We’ll meet to walk through that summary together. You’ll take it home, think it over, and decide if working with us long term feels right.

Step 3

Get Organized

If you decide to move forward, we’ll host a “document signing party” and get-organized meeting. We’ll help you gather the key information that paints a clear picture of where you are today.

Step 4

Deep Discovery

This is where we dig deeper. We’ll uncover your goals, priorities, and values so we can align your financial plan with the life you actually want to live.

Step 5

Building Your Financial Plan

Over the next 12 months, we’ll build a personalized plan that covers all of the core areas of financial planning: cash flow & spending, retirement planning, investments, tax planning, risk management, and estate planning. We’ll also be sure to touch areas that uniquely important to you, whether it’s college planning, evaluating a new job offer, or reviewing your benefits options at open enrollment.

We’re done, right? If only life were so simple. Priorities change, jobs change, and you change, and we’re here to make sure your plan changes with you. We settle into a cadence of two meetings each year: one in the spring around tax filing, and another in the fall to close the loop on year-end planning opportunities.