Our Process
We start every client relationship by getting to know each other. We want to understand your unique values & goals. You start by answering some simple questions, then we tell you what additional information we need to complete your plan. Don’t worry, we’ll handle all the tough calculations, integrate existing government programs and prompt you when decisions are required.
Step 1
Discovery
We start by getting to know each other. We want to understand you, your unique values & goals. You complete a brief online survey and we then hold a complimentary 30-minute call to discuss your needs and answer any questions you have. This helps us ensure a good fit.
Step 2
Getting Organized
We get to know all about you. We collect both your personal and financial information to create a picture of where you are today. We want to understand your unique circumstances, so we can create a plan that fits you perfectly.
Step 3
Where Will You Be In The Future?
We discover what’s important to you and where you see yourself in the future. We focus only on the goals that matter to you and then figure out the best way to get there. We build a plan that spans from today until age 100+.
Step 4
Plan Presentation & Support
We build a custom financial plan for you. We optimize taxes, government benefits, fees, financial risk and more. We deliver recommendations that span six major areas: budgeting, cash flow, investments, insurance, taxes and benefits. We work with you to implement your plan and we check-in on a regular basis to ensure you get the full benefit.
Step 1
Discovery
We start by getting to know each other. We want to understand you, your unique values & goals. You complete a brief online survey and we then hold a complimentary 30-minute call to discuss your needs and answer any questions you have. This helps us ensure a good fit.
Step 2
Getting Organized
We get to know all about you. We collect both your personal and financial information to create a picture of where you are today. We want to understand your unique circumstances, so we can create a plan that fits you perfectly.
Step 3
Where Will You Be In The Future?
We discover what’s important to you and where you see yourself in the future. We focus only on the goals that matter to you and then figure out the best way to get there. We build a plan that spans from today until age 100+.
Step 4
Plan Presentation & Support
We build a custom financial plan for you. We optimize taxes, government benefits, fees, financial risk and more. We deliver recommendations that span six major areas: budgeting, cash flow, investments, insurance, taxes and benefits. We work with you to implement your plan and we check-in on a regular basis to ensure you get the full benefit.