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We designed to help you (and us) make an informed and educated decision about working together

Learning our process will give you a framework for evaluating us and any other financial advisors you might be considering.

Starting your plan.

The most essential step to take in building the life you want is  to start.

No Cost or Obligation

We want to understand exactly what you're seeking and how we can help before you pay us a single dollar. We don't want to waste your time.

Actionable Advice

Whether we ultimately decide to work together or not, we want to leave you with a feeling of financial clarity and actionable steps you can take to improve your finances.


Before we work together, we want you to understand how we work, the value we can add to your life and the cost of our services.


Let’s Chat

You probably have a lot of questions, and so do we. Our good fit meeting is designed to make sure we are compatible to work together. Just an honest conversation.  After all, you wouldn't see a dentist if you needed heart surgery. 

No Selling. No Cost. No Obligation.


The first step to making positive change in any area of life is awareness. In the explore stage, we’ll talk about where you are now and what a great life looks like to you. Together, we will review the results of your current retirement path so you have a solid understanding where you are and what you need to do to pursue your desired outcomes. We use a variety of tools and techniques to help you uncover where you are now, what’s important to you, and what changes you’d like to make. 


Here is the exciting part. Now the ball is in our court.  We start crunching the numbers, building your plan, and creating our recommendations. We will spend time putting together specific goals that are connected to the great life you envision for yourself and the opportunities and obstacles you will. And answer these three critical questions:

  • Are you on track to reach your long-term goals?
  • How can your investments be improved?
  • Can your tax bill be reduced?


With the analysis complete, we will have a second meeting to review the results.We will deliver and review your personalized action plan that includes a step by step roadmap. In plain English, we will explain exactly what you need to do to reach your financial goals. We will also answer the three critical questions we asked during our analysis.

 At the end of this meeting, we will ask if you would like to begin working with our firm.

No Pressure. No Hard Sell. No Deadline.


Sign the dotted line. During this meeting we will answer any questions you have and if you are ready, start our client on-boarding process.

At this stage we put all of the pieces together. Your financial life plan is based on your vision of a great life, connected to specific goals based on what’s truly important to you, and fortified by a financial roadmap we have created by working together. We are with you every step of the way to ensure your action plan is properly implemented and monitored. 


Planning is not a set it and forget it approach. Working on your plan is just as important as building a plan, so we’ll continue to work together to review your progress and renew your plan. Depending on the complexity of our plan we might meet as often as monthly or less frequently, 2-4 times a year.

Life is what happens to you while you're busy making other plans