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Our 7-Step process is collaborative from start to finish. We have found from experience that breaking the process into manageable components gives our clients significant input, resulting in a customized plan to accomplish their goals.

Our Clients

Initial Inquiry

Fill out your Confidential Questionnaire and set-up a 'Getting Know You Meeting'.

'Getting to Know You' Meeting / 45-Minutes

We exchange information about your needs and objectives, and further discuss which of our services are right for you.

Client Engagement

When you decide to engage our services, we will give you a list of additional data and information which we will need to begin formulating your financial plan.

Quick Start Meeting / 1-Hour

You gather the data requested, send to us prior to the meeting, then we'll walk you through the process.

Goals Meeting / 1-Hour

Review of spending and cash flow, and set financial goals. We review and validate data, and discuss any scenarios you want us to look at (retirement, divorce, etc.).

**not included with single project and foundational financial plans** 

Interactive Session / 1-Hour

Review work in progress and utilize The Decision Center to develop a Baseline Scenario the Client is comfortable with.

**not included with single project and foundational financial plans**

Plan Presentation

Congratulations! At this point, you will hold a personalized financial plan to meet your financial goals.

Our 12-Month Commitment

We commit to our clients that for 12-months after you initiate your Client Engagement, we will support your Client Website and be a resource for any reasonable questions.

Next Steps to Financial Freedom

Contact our team to take the next step to financial freedom. Whether you just have questions or you want to learn more about how we will work together, we look forward to making an impact on your life and financial future.