Start Here
A quick look at the 'getting started' process of financial planning
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Worry-free Intro Meeting
This call is imperative for me to understand YOU and if we are a good fit.
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Data Gathering
After deciding to move forward, we will have a 60-90 minute phone call diving deeper, accumulating documents, and filling in your plan’s custom information.
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Plan Delivery
In this meeting, I will deliver your custom plan and all recommendations that will most likely achieve your goals and your vision.
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Implementation
We will start to implement all recommendations and organize your financial life according to your plan (ongoing support included in service)
Rinse & Repeat
Once implementation is complete, we begin our annual service & progress updates
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