Our 5 Step Process

    • This is a 15 to 30 minute call or zoom

    • Short summary of myself

    • Purpose: To understand your Goals and Financial Pain points

    • My upfront contract on how I get compensated for my work.

    • Chemistry quiz to see if we are a good for you

    • This is a 90-minute to 2.5-hour meeting

    • A Deep Dive into your financials

    • Purpose: to gather all the information needed to create your financial plan.

    • Creation of your Personal Financial Portal

    • A 30-45 minute meeting

    • Purpose: to educate you on key financial topics related to your plan.

    • We end the meeting with your decision to move forward with the engagement

    • 45-60 minute meeting.

    • Purpose: To layout a road map to implement all the financial recommendations for your plan.

    • The road map will align with the Service Calendar, but we will attend any immediate or areas of concern ahead of the scheduled service calendar.

    • 45-60 minute meetings

    • Purpose: To establish a cadence of reviews to your plan to keep it updated.

    • The cadence of the meetings (semi-annual, quarterly, Bi-monthly, or monthly) will depend on the plan you select

Service Calendar

January through March - 1st Quarter - Tax Planning and Estate Planning

July through September- 1st Quarter - Investment Planning and Goal Planning (i.e. Education Planning, Homeownership, Debt Payoff and Credit Improvement)

April through June - 2nd Quarter - Financial Positioning and Risk Management

October through December - 4th Quarter - Retirement Planning and Employee Benefits Review