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Planning Experience

NAVIGATING YOUR FINANCIAL JOURNEY

Planning graphic

OUR UNIQUE FIVE-STEP PROCESS

Our approach to financial planning is designed to offer you a comprehensive and tailored experience. Over the course of five meetings, we will dive deep into your financial landscape, each step building on the last to create a plan that aligns with your unique needs and goals.

STEP 1: FIT MEETING

In this initial meeting, we not only discuss what we can offer you, but also assess whether we’re the right fit for your financial needs. It's a chance to get organized and set the stage for a successful partnership.

STEP 2: DISCOVERY MEETING

We go beyond the surface to understand your financial situation and aspirations. This step involves a thorough analysis to inform the planning process.

STEP 3: DRAFT PLAN MEETING

Based on our discoveries, we refine the initial draft of your financial plan, ensuring it aligns with your objectives.

STEP 4: FINAL PLAN MEETING (OPTIONAL)

This optional meeting serves as a final opportunity to review and finalize your customized financial plan. After this meeting, or in its absence, you can choose to implement your plan with us or elsewhere.

STEP 5: HOUSEKEEPING MEETING

The final step, after implementation, is a housekeeping meeting to ensure all elements of your plan are in place and functioning as intended.