Step 1: See If We’re A Fit.

• Get to know you and your situation.

• Define what you’re looking for in a financial planning relationship.

• Determine if we’re the right match. 

Step 2: Collaboration

• Define your dreams, core desires, and ideal life design. We need to figure out what we want the money to accomplish.

• Take some guesses on short and long-term goals. (Personal, Family, Business, Travel)

Step 3: Get Organized.

• We send you an organized list of the information we need from you and help facilitate opening accounts and uploading information. 

• Work together to determine your current monthly cash flow.

Step 4: Plan Delivery.

• Take a look at your full financial picture.

• Summarize goals and priorities.

• Walk through initial recommendations, action items, and your initial financial plan. 

Step 5: Accountability.

• Review progress recommendations and action items.

• Refine goals and priorities.

Step 6: Ongoing Planning.

• Update your financial plan.

• Track your net worth. 

• Review your investments.