We will discuss your current situation & goals & explain our services, process, & pricing. 

Upon engaging our services, we begin collecting the detailed financial information we need to begin building your baseline reports. (At this stage, it is important we receive all requested information so we can most effectively begin constructing your plan.) 

Once we have reviewed the initial documents, we schedule a in-depth meeting with you to gather any final details or information needed to complete your plan. 

Now that we have all the information we need about your goals and current situation, we create your plan. 

When the plan is completed, we provide you a copy of the plan along with an explainer video outlining the plan and our recommendations. 

After you have watched your explainer video, we schedule a meeting to discuss in detail any questions you have about the plan or implementation. 

For 45 days following your implementation meeting, we are available to assist you with completing your action steps to implement our recommendations. 

In this final meeting, we check on the status of your progress in implementing your plan. 

If you need additional assistance or want further ongoing support, we offer the option for continued fee-based or asset management services.