About Us
Our Process
Here’s How We Help
We’ll work with you to develop a financial plan that works with your unique life, investments, and tax situation. The plan also addresses your employee benefits, insurance portfolio, debt, estate plan and legacy, as well as any social security and pension benefits to which you may be entitled. By building this initial plan, we can help you:
Free yourself from the cycle of debt and get control over your large, upcoming expenses
Balance your current lifestyle with your long-term needs and wants
Find out if you’re on track for retirement, and if not, what needs to change to get there.
Verify if you’re on track to realizing your big financial goals, like retirement or international travel.
Find ways to make your wish-I-could items happen, even if they seem extravagant or even impossible now.
Live a low money-stress lifestyle, freeing up your mental energy to focus on the more important things.
Our Client Flow Process
Initial Meeting
Your initial meeting is your first, free meeting about what the scope of your needs are. (1-1.5h)
Proposal Meeting
Your proposal meeting will cover, in detail, how we can help you and what it would cost. (1-1.5h)
Data Gathering Meeting
In this optional meeting, our planning specialist helps you gather all the paperwork needed to complete your financial plan. (1-4h)
Housekeeping Meeting
In the housekeeping meeting, your planner reviews your draft financial models with you, and you sign investment forms. (1-1.5h)
Portfolio Meeting
In the portfolio meeting you'll select what kind of assets you'll invest in and learn about how our investment process works. (0.5-1.5h)
Financial Plan Presentation Meeting
Your final plan presentation will answer your financial questions and we will present a plan to attain your long-term goals. (2-2.5h)
Implementation Meeting
In this meeting, we'll review your first quarterly report and help you complete your planning tasks. (0.5-1h)