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.
phone call
A complimentary phone call designed to give you a general idea of how we're set up and answer your questions to determine if we're a good fit for what you're looking for.
in-person meeting
Our complimentary "Getting to Know You" meeting is 45 minutes to an hour depending on questions. Our only requirement is to complete a Confidential Questionnaire prior to meeting.
remote meeting
Our complimentary "Getting to Know You" meeting is 45 minutes to an hour depending on questions. Our only requirement is to complete a Confidential Questionnaire prior to meeting.