Leading You Through the Financial Wilderness

15 Minute Introduction

In this call, you'll let us know what you’re looking for in an advisor and what you need guidance with, and we’ll share more about our approach and the services we offer. This is an opportunity for both of us to see if it makes sense to work together.

Schedule Your Call

Discovery Meeting

If we’ve decided we’re a good fit to collaborate, we’ll have a discovery meeting to determine your goals and objectives, and we’ll gather the necessary documentation to begin.

Planning Meeting

Understanding where you are now is the first step of financial planning. We’ll illustrate where you currently stand and then present you with various paths to close gaps towards your goals. You’ll have the opportunity to choose the plan that resonates best with you.

Implementation

At this point, we’ll get you set up in our system and onboard you as an official client. You’ll be prepared with next steps to put your financial plan and investment strategy into action.