First Steps
STEP 1
intro call
We have a brief, complimentary phone call to get to know each other, explore whether we are a good fit, and answer any initial questions.
STEP 2
data gathering
Before we give advice, we discuss your goals and use our secure portal to gather relevant information.
STEP 3
STrategy
We work with you to create a personal action plan that addresses your top priorities and identifies any other needs.
STEP 4
ongoing review
We schedule regular meetings to monitor your strategy and address unexpected events in your life.
