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Introduction Session
To kick things off we will start with a 30-minute Introduction Session to go over what you are trying to achieve at a high level, and we’ll answer any initial questions you have of us. We want you to be completely comfortable sharing what’s most important, what frustrates you and what areas you think you can use the most help. If we are a good fit for one another, we will set up your complimentary discovery meeting to go deeper.02
Discovery Session
We get clarity on what matters most to you and discover the nuances of your current financial circumstances to tailor our approach to your needs. This is a deeply personal process, covering everything from your hopes for your kids to your investment portfolio and ideal retirement lifestyle. We will leave the meeting with all the information we need to design and outline your customized planning strategy.
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Strategy Session
In this meeting we present customized solutions to enhance the strategies you already have in place and outline new ones that deliver your short- and long-term goals. Your plan is all about you, meaning that it will be a unique reflection of who you are and what you’re hoping to achieve. As soon as we complete this meeting, we move immediately to execute your plan.
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