Step #1

Schedule 30 Minute Introductory Call

A 30-minute phone call gives us the opportunity to ensure that our firms expertise matches your needs.

We will evaluate together if it makes sense to move forward in the process, or if you would be best served by another professional

Step #2

Discovery Meeting

The next step is to meet with our team virtually. During this 1-hour meetings, we will make sure we are clear on your goals, priorities and value.

We will also explore your current financial landscape ensuring we have a bird’s eye view of your current financial situation.

Step #3

Review Assessment & Proposal

Now that your financial assessment is complete, we will have another 1-hour meeting to review our findings and recommendations.

We will explain exactly what you can do to improve your financial plan, reduce taxes, optimize your investments, and ensure you are properly protected from any financial risks.

Ongoing Relationship

    • Review investment portfolios across all accounts

    • Review year end tax reduction strategies

    • Optimize employer benefits and open enrollment decisions

    • Adjust cash flow plan as needed for upcoming new year

    • Review beneficiaries and estate plan

    • Review results of tax filing and discuss tax strategies in new year

    • Run projections to estimate tax liabilities

    • Optimize 12 month cash flow strategy

    • Revisit and refresh goals to ensure alignment with your financial plan

  • We believe that financial planning is an ongoing process, not a one-time event. That’s why our team is always available to provide continuous support by both email and phone. Whether you have questions about your investments, need advice on an unexpected financial decision, or want to discuss changes to your goals, we’re here to help. Our commitment is to be your trusted partner, providing timely insights and guidance whenever you need it, so you can feel confident in your financial path at every step.