a quick initial meeting to answer your questions

Choose A Time

Congratulations on taking your next step toward your personalized financial plan. You may schedule your no-cost, no obligation consultation now by choosing a date/time convenient for you.

The call generally takes 15 to 20 minutes, although we block off longer in our calendar to make sure you aren’t cut off

Financial+Planning.jpg — What Comes Next

1 - The Initial Discovery Call

The Purpose of the initial Discovery Call is to answer your questions and discuss your major goals so you can make an informed decision on if moving forward is right for you.

2 - Getting Started

We encourage people not to make a decision during the initial call, but rather to take at least a day to decide. After the call, if you decide our service is right for you, we’ll begin the process by signing an agreement, which defines the services you’ll receive and creates our fiduciary obligation to you.

3 - Beginning Planning

We then begin our advising process by exploring your goals in more detail, reviewing our financial planning platform, gathering key information, and getting your financial life organized so we can do the proper analysis and make recommendations appropriate to your goals.