My Process

Discover my step-by-step process for building a financial strategy tailored to you.

Step 1:

Initial Consultation

1-1.5 hours

  • Get to know each other

  • Explain who we are and what we do

  • Discuss your financial concerns and goals

  • Confidential discovery questionnaire and supporting documents

Step 2:

Case Design

1 Week

  • Our team develops your tailored financial needs analysis based on your goals and financial data

Step 3:

Strategy Session

1-1.5 Hours

  • Review goals and financial data

  • Discuss observations and recommendations going forward

Step 4:

Implementation and Delivery

30-45 Minutes

  • Address and questions that arose from strategy session

  • Confirm goals and action items

  • As needed, open accounts and submit applications

Periodic Check-ins

Next 12 Months

This isn't a set-it and forget-it process. We will conduct periodic check-ins where we will address any changes in your financial picture and communicate as questions arise.