Start Here

How We Can Work Together

1. Have a Phone Call

2. Discover Your Goals

3. Enhance Your Strategy

4. Build a Lasting Relationship

1. Have a Phone Call

If you’re interested in working with us, the first step is to schedule time to talk. We’ll answer your questions, explain how our services and fees work, and learn about your needs. This conversation helps us see if we’re a fit to work together.

2. Discover Your Goals

We’ll take a close look together at your current financial picture, discussing any pain points you’re facing. We’ll also talk through and define your goals, both for the near future and the long term.

3. Enhance Your Strategy

After conducting an analysis and developing your plan, we’ll have another meeting to present our plan to you. We’ll go over the details together and discuss how our recommendations can move you from where you are now to where you want to be.

4. Build a Lasting Relationship

Financial planning is an ongoing process. Over time, our team will be monitoring your plan and progress. Through regular communication and meetings, we look forward to learning about any life changes or events that may require us to adjust your plan.