Our Process
Our Process
We Focus on Getting to Know You Well So That
We Can Customize a Plan Just for You
Our process is designed to ensure that your finances and financial decisions are aligned with your goals and values. We review every aspect of your financial life, identify areas of concerns and opportunities, and develop and implement solutions to address them.
Step 1 |
Initial Phone Call
It starts with an Initial Phone Call, typically lasting no more than 30 minutes. During the call we learn more about each other and what you are looking for. We also outline our services and fee schedule. This call helps us mutually determine if it makes sense to meet in person.