Our foundation is planning centric. We take pride in thoroughly understanding our clients, delving into the distinct nuances of their goals and financial landscape. For those we serve, we make it simple. Prioritizing transparent, reliable, and timely communication, we aim to alleviate financial stress.

We oversee your financial well-being, allowing you to embrace living life. Unease gives way to clarity, fostering growth for new opportunities.

How do we achieve this?

We start with a 15-minute-high level conversation about who we are, who you are and what you are hoping to accomplish. Assuming a mutual fit, we engage in a fee-based planning engagement, where we act with a fiduciary standard of care as it relates to the fee-based planning engagement.

During our 90-minute Discovery Meeting our primary objective is to gain comprehensive insights into your background, aspirations, achievements, and areas where you require assistance. By delving into who you are, what you strive for, your past experiences, and identifying your current needs, we aim to establish a thorough understanding. This understanding will empower us to tailor our services effectively, ensuring maximum value for you and your family.

After gathering all the pertinent information from our discussion, our team meticulously crafts an educational planning tour based on your input. This tour not only reflects what we’ve heard from you but also highlights potential opportunities to answer your questions.

Additionally, we offer specific recommendations aimed at enhancing efficiencies and reducing friction in your financial and personal objectives. This personalized approach ensures that our suggestions are tailored precisely to your needs and objectives. It’s in this 90-minute Planning Meeting, that we present our findings, clearly explain, and provide comprehensive education on the proposed plan. Our goal is to ensure that you not only understand but also feel empowered by the information presented. Ultimately, we deliver a detailed plan, allowing you ample time to familiarize yourself and digest its contents thoroughly, thus optimizing clarity and facilitating informed decision-making.

After you had time to understand our findings and recommendations, should you choose to move forward with our team, we begin the 60-minute Onboarding & Implementation Meeting. In this meeting we may answer outstanding questions, continue customizing strategies, or simply share with you what to expect next depending on where you are in the process. Once the plan has been implemented, our priority is to accommodate your preferences for service delivery including establishing the timing and frequency of our 60-minute Review, Update & Adjust Meetings, tailored to your schedule and preferences. We strive to meet you wherever you feel most comfortable and convenient, ensuring that our ongoing support aligns seamlessly with your needs and preferences. It is critically important we develop a regular cadence of communication and continued conversation to ensure the highest likelihood of adhering to and achieving the overarching plan.