Broker Check

Our Process

STEP ONE | Get to Know

Get to Know

Our first meeting is an introduction to get to know one another and answer any initial questions you have. Depending on whether we're a good fit, we'll set up our next meeting or refer you to a professional in our network who may better help you. 

Time before next meeting: 3 days to 2 weeks

STEP TWO | Collaboration


We then go through a discovery meeting to learn about you and your family, what is important to you and what you hope to achieve out of a relationship with us. We'll also gather data and discuss the "dollars and cents" during this meeting so that we have an accurate picture of your current financial situation.   

Time before next meeting: 1 - 3 weeks

STEP THREE | Analysis


We'll have a meeting to review an analysis of your current situation and will talk through some “what-if” scenario financial modeling. This will lead into some preliminary recommendations and action items.

Time before next meeting: 1 - 3 weeks

STEP FOUR | Plan Delivery

Plan Delivery

We then work with you to educate on your plan and recommendations and help you evaluate the pros and cons of each decision to make the one that best fits your goals and needs.

Ongoing Check-Ins & Annual Strategy Meeting

From there we provide accountability to be sure recommendations are implemented, and follow up on a regular basis for financial reviews or “check-ups”.  

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

Next Steps

See what we're about and if our mission aligns with what you're trying to achieve.

Schedule your initial consultation.

Fill out the form below or schedule a call to get started today!

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