What to Expect When We Meet
Whether it's your first meeting or your fifth, we want you to feel confident and comfortable every step of the way. Here's what our process looks like—transparent, intentional, and tailored to your goals.
Step 1: Discovery & Fit
We start by getting to know each other. This meeting is all about understanding your life, your financial picture, and your goals—while making sure we’re the right fit to work together.
Step 2: Strategy & Planning
After reviewing your information, we present observations and recommendations tailored to your situation. We’ll walk through scenarios, answer your questions, and talk about what’s possible.
Step 3: Ongoing Guidance (or One-Time Delivery)
Based on your needs, we’ll either move into an ongoing partnership or deliver a one-time plan. In either case, our focus remains the same: helping you move forward with clarity and confidence.