First Steps

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.

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.

Before we give advice, we discuss your goals and use our secure portal to gather relevant information.

2. data gathering

Before we give advice, we discuss your goals and use our secure portal to gather relevant information.

We work with you to create a personal action plan that addresses your top priorities and identifies any other needs.

3. STrategy

We work with you to create a personal action plan that addresses your top priorities and identifies any other needs.

We schedule regular meetings to monitor your strategy and address unexpected events in your life.

4. ongoing review

We schedule regular meetings to monitor your strategy and address unexpected events in your life.