Before meeting in-person or via video call, a 15 minute phone conversation will help you gain a better understanding of our firm and planning process. This call will also give us the opportunity to understand your needs at a high level and how we may be able to serve you.

Fully comprehending your goals, aspirations, and concerns is best done in-person. This gives us an opportunity to adequately assess how we can best plan for you and your family. We are also a fully digital firm and welcome the opportunity to serve you through a one-click video conference if desired.

After obtaining the required information, we will create a personalized summary of your financial plan based on the factors discussed in our in-person or video meeting. This will take us a few weeks to prepare.

Once your plan is complete, we will walk you through a personalized summary highlighting your goals, lifestyle, risk, budget, and health considerations. You'll come away with a thorough understanding of your situation and recommended action items, which will help you decide whether to implement our advice yourself, or hire us to take care of the details for you!