Start Planning

We want to learn about you, your values and your goals.

Book your free Discovery Call with a fee-for-service financial planner and complete a short questionnaire by email.  We’ll send you a sample plan so you can see the level of advice we offer. Then during your Discovery Call, you’ll talk to a fee-for-service financial planner about your values, goals, and any questions you may have.

This helps us ensure we’re a good fit.

Step 1: Book Discovery Call

Book a free Discovery Call with a fee-for-service financial planner.

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Step 2: Questionnaire

We’ll email you a short questionnaire and ask you to tell us about your values, goals, and any questions you may have. Then we’ll send you a sample plan to review.

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Step 3: Discovery Call

Talk to a fee-for-service financial planner about your values, goals and questions.

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Step 4: Proposal

We’ll send you a proposal summarizing your current situation, expected outcomes, and next steps to get started on your financial plan.

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