It Starts with You.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.
We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.
Step 1
Schedule a free consultation
A FREE 30–45-minute consultation focused entirely on you—your goals, your questions, and your future.
We’ll walk through our process and show how we can help improve your retirement plan, invest smarter, and lower your taxes.
Step 2
Come on board! (1-3 month process)
If we both decide it’s a good fit, we’ll sign our New Client Agreement and begin a guided onboarding process designed around your retirement goals. We’ll take time to understand your priorities, gather key documents, and begin building a coordinated, comprehensive plan tailored to your needs.
Step 3
Ongoing Service (After year 1)
As your life evolves, so should your financial strategy. Once your plan is in place, we continue to monitor and adjust it to keep everything aligned and optimized. You’ll meet with us formally each year, and we’ll stay in touch between meetings to share updates, address changes, and take action when needed—so nothing falls through the cracks.
