Our Planning Process
A personalized planning process designed to align your wealth with your life goals through comprehensive strategies — here is how we work together.
Introductory Call
Est. duration: 20–30 minutes
- Get to know each other
- Learn about your specific situation and understand how we can best work together
- Explain our process and next steps
- Answer any questions you have for us
Discovery Meeting
Est. duration: 45–60 minutes
- Discuss your values and what's truly most important to you
- Create and define meaningful and measurable goals
- Prioritize allocation of your human and financial capital to achieve the life you want to live
Strategy Session
Est. duration: 60–90 minutes
- Review assumptions and reaffirm goals
- Discuss realistic and actionable strategies to help you get to where you want to go
- Work together as thinking partners as we develop a comprehensive financial plan
Plan Delivery Meeting
Est. duration: 45–60 minutes
- Present a financial plan that aligns your time, money, energy, and attention with your ideal life
- Develop a roadmap to implement your financial recommendations
- Transition to regular client service calendar