Our Process

Here we get to know each other, discuss your financial situation, goals, and what is causing you to meet your DIY expiration. We build rapport and determine if we are a good match.

With our engagement formalized, next we begin building the foundation of your financial plan by collecting data, prioritizing goals, and organizing your financial life.

At this point, we understand and begin addressing your most pressing financial needs. Whether that’s navigating a home purchase, pending retirement, or simply building the right team around you. Each client is unique and so are the first planning areas we address.

With pressing needs met, we move on to finalizing your financial plan and cash flow review. This tells about your income & assets and expenses & goals, allowing us to estimate your plan’s probability of success. It also allows us to model other financial scenarios you have dreamed about.

Now that onboarding is complete, we begin introducing you to our quarterly planning roadmap. This includes proactive quarterly communication and formal meetings at your preferred cadence. Doing so allows us to stay in-tune with your finances and be proactive with our advice.

Our team helps you execute your financial vision and continuously reviews it as life changes. We help sweat the details so you can spend time on what is important to you.