OUR PROCESS
“EVERYONE HAS A PLAN UNTIL THEY
GET PUNCHED IN THE MOUTH”
– MIKE TYSON
We design, build and implement your financial plan to ensure that as times and life circumstances change, so does your plan.
Welcome to the next generation of financial planning.
15-Minute Introductory Call
A quick call to ensure that we have the potential to be a good fit.
Discovery Meeting
Introduction to our philosophy and process. Discuss goals, concerns, and current financial situation details.
Strategy Session & Plan Proposal
Dynamic Q&A to further identify areas of focus and prioritize objectives. Discuss potential strategies. We send a planning proposal with outlined objectives, expected services, and total planning fee.
Plan Development
We construct objectives, timeline and collect outstanding information. We research solutions and organize a plan.
Plan Implementation
Discuss options and custom recommendations designed to help you meet your goals. Work with you and your other professionals to implement designated action items.
Ongoing Strategy Meetings
Meet throughout the year to review goal progress and update the plan based on changing financial, family or tax situations.