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)