IT STARTS WITH YOU.
Our process begins with learning why money is important to you, what you want to accomplish, your current reality, and how you expect us to help. We work to create a one-page plan with clear action items for your unique situation, but the real value of our work is in becoming your guide as life and plans inevitably change.
So what are the steps?
Schedule a Call
- This free 15-minute phone call is about you, what you need help with, and whether scheduling a discovery meeting is the next right step. You do not need to send us financial documents before the discovery meeting.
Discovery Meeting
- This free 60-minute Zoom meeting is a comprehensive exploration of your financial situation. We believe money is a tool to enhance your life, so to serve you better we ask why money matters to you, what you want to accomplish, your current financial reality, and how you expect us to help. At the end of this meeting, one of two outcomes will occur. Either we part as friends with you having more financial clarity, or we proceed with the planning process.
Planning Process
- This is the time to send us all your financial documents, sign our engagement agreement, and pay half our one-time $3,750 planning fee. We analyze your documents to create your financial plan and schedule another 60-minute Zoom meeting within two weeks of receiving your documents to review your plan. After this meeting, you’re invoiced the remainder of the planning fee.
Ongoing Support & Advice
- Life is constantly changing, and your goals will, too. When new priorities arise, we’ll be here to make the adjustments that keep you on track. We’ve built a proactive system to stay on top of your planning needs by following an annual service calendar so you know what to expect and when. You can choose to engage us for advice-only service at $12,000 annually or professional investment management at 1% of assets under management.
