What to Expect
Our process is designed to place your most authentic values and aspirations at the heart of your financial plan. Before we get started, we like to have an initial conversation to learn more about what you’re looking for and see if we can meet your needs.
We always begin by going through a discovery process to understand your “why” in life, your emotions about money, and where you currently stand financially. Getting to know your story helps lay the groundwork for creating a financial plan that is right for you.
During this phase, we’ll start to think through the “how.” This step is centered around helping you figure out your specific priorities and responsibilities. We aim to figure out what needs to be done to strike a balance between preparing for the future and living for today.
Once we’ve nailed down the overarching goals of your plan, we’ll put it into concrete, manageable steps. You’ll be equipped with actions to take on your end, and we’ll take care of the rest. This is the part where we set you up with a system to live your best possible life.
Your Partner in Unlocking the Life You Want
We believe in taking a collaborative approach. At the same time, we strive to help you focus on living your life, not being in the weeds of your finances. As you spend your time doing what you love and with who you love, our role is to oversee your progress and keep you on track.
We’re here as your go-to resource and dedicated partner when you need objective advice, an ear to listen, and a guide to keep you headed in the right direction.