The Set Up

We start nice and sloooowwwww….

Intro Call - What do you need and how can we help? No cost. No obligation.

Appointment #1 - We’ll discuss your financial must-do’s and want-to’s, and detail what you can expect working with us. Still no cost. Still no obligation.

Appointment #2 - The financial planning process begins! In detail, we'll study your financial goals, current financial health and financial baggage…er…past. No stone is left unturned.

Appointment #3 - Your financial plan is ready! We'll explain our recommendations and review your 12-month roadmap which will get you in the best financial shape of your life.

And then…