Our Process

Meeting 1

  • Blueprint meeting
  • Clarify goals
  • Define the scope

Meeting 2

  • Present financial plan
  • Observations and recommendations
  • Develop strategy

Meeting 3

  • Answer questions
  • Determine priorities
  • Implementation timeline

Meeting 4

  • Implement financial plan
  • Investments, insurance, and introductions
  • Begin review process

Typically, this engagement takes 4-8 weeks to determine if we're a good fit for you and you're a good fit for us.