How we work in 5 simple steps
1
A complimentary 15-20-minute call to better understand your goals. We'll offer some practical advice you can start implementing immediately.
The Introduction Call
2
The second step is to schedule a 60-minute discovery meeting over Zoom to get to know each other better. During our conversation, we'll also dig deeper into your goals to find out what you're looking for.
Meet & Greet
3
Personalized recommendations will be made based on previous discussions and information gathered.
The Gameplan
4
The fourth step is implementation: Once you have decided what to do about a recommendation, your personalized plan will begin to be implemented.
Execution
5
Our goal is to ensure that your plans continue to align with your financial goals, so we will meet regularly (every 3-6 months) to review them and make adjustments as needed.
