We meet with you and have a discovery conversation - a chance to get to know each other. While we learn about one another, our main goal is to determine if we can help you and if we are a cultural and philosophical fit. We are not for everyone and that is ok.
Once you become a client, we begin the thorough collection and review of your financial life. We organize your data and then begin to analyze it, looking to identify gaps, opportunities, and risks. We now have a full-picture of your financial life.
After synthesizing what we have learned, we piece together a comprehensive plan that is unique to you and tailored to your goals. This plan is not just theoretical- it includes tactical steps, timelines, and milestones. We review and tweak this plan with you until it is in its final and optimal form.
With your final approval, we begin execution. With your plan in place, we have our marching orders for the next year. As things change, we pivot. As events unfold, we educate and make contingency plans. We now proactively manage your plan so that you may find peace of mind in your financial life and begin to focus on whatever matters to you most in life.
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