three-steps
EXPLORATION
PERSONALIZATION
EXPLORATION
Our process begins with defining your “it,” or in most cases more than one. By that we mean, what is “it” that you need to plan for? What is your relationship with money? When it comes to money do you have an abundance or scarcity mindset? Where are you on your money journey? These questions only begin to scratch the surface as we’ll expl
Our process begins with defining your “it,” or in most cases more than one. By that we mean, what is “it” that you need to plan for? What is your relationship with money? When it comes to money do you have an abundance or scarcity mindset? Where are you on your money journey? These questions only begin to scratch the surface as we’ll explore together and create a roadmap for your path to financial independence.
IDEATION
PERSONALIZATION
EXPLORATION
Following a thorough analysis of your current personal financial situation, we are now better positioned to validate your progress or identify any blind spots and gaps to address to keep you on track to achieving financial independence. This step in the process leads to the introduction and discussion of new ideas, optimizations, and strategies to consider and incorporate into your plan.
PERSONALIZATION
PERSONALIZATION
PERSONALIZATION
Our primary focus is to create a comprehensive financial plan and offer evidence-based advice that aligns with your values and goals. Your financial plan will provide a holistic view of where you stand today and specific action steps for you to begin tomorrow. We recognize life happens. You will likely need to pause, or course correct alo
Our primary focus is to create a comprehensive financial plan and offer evidence-based advice that aligns with your values and goals. Your financial plan will provide a holistic view of where you stand today and specific action steps for you to begin tomorrow. We recognize life happens. You will likely need to pause, or course correct along the way. The path to financial independence does not always follow a straight line, but with a sound plan in place the prospects for success are in your favor.
put into practice
Introductory meeting
Introductory meeting
Introductory meeting
We want to learn what led you to reach out to a financial planner now, set expectations, and clarify whether an advice-only firm aligns with your unique needs and objectives.
discovery
Introductory meeting
Introductory meeting
You have decided advice-only financial planning offers the unparalleled objectivity and transparency you want from a partner guiding you towards a secure financial future. Now, we delve deeper into learning more about you, your family, your goals, and any pressing financial concerns. This step allows us to better understand where you are today, which is crucial to determining the path forward.
get organized
Introductory meeting
scenario design
With your assistance, we will collect the necessary information to develop your comprehensive financial plan, help you sort through your financial life, and get organized. All information is compiled using a secure, confidential online dashboard.
scenario design
ongoing planning
scenario design
We discuss our initial analysis of your current financial status, review information accuracy and confirm your financial planning objectives. At this time, we introduce new ideas, strategies, and choices for consideration to incorporate into your final plan.
plan delivery
ongoing planning
ongoing planning
We present your comprehensive financial plan, recommendations, and action steps. At any point, we encourage you to ask questions or request clarifications. Our goal is to equip you with the necessary roadmap to navigate your path to financial independence with confidence.
ongoing planning
ongoing planning
ongoing planning
After completing the three-month comprehensive planning process, you have the option, but no obligation, to continue as an ongoing financial planning client. This service includes several key benefits to keep you on track and armed with the knowledge that as life happens, you have a plan for it!