Our Process

Our process starts with a complimentary 15-minute phone call

This gives us a chance to get to know each other, answer your key questions, and see if we should work together.

The Destination meeting focuses on answering these two questions:

"Where are you headed?"

"Where would you like to go?"

Before we can give any specific advice or recommendations, we need to have a clear picture of your current financial circumstances as well as your goals or desired outcomes from our work together.

The Design meeting is centered on:

"How are you going to get there?"

Our team has already analyzed your plan and run the numbers to determine potential courses of action.

This Design meeting is where we walk through those options together to determine your strategy.

This is the fun part: 

Taking Action

We lay out clear action items and work through the implementation of your plan together.

We coordinate with other professionals, as needed.

At least annually, we’ll meet to review your progress, make any adjustments, and stay on track to achieving your goals.