The Process

The Process


Step 1: Introductory Call

This is where we can discuss what is prompting you to seek financial planning advice now, a bit about your financial situation and whether I might be the right financial planner for you. This call is complimentary and has no strings attached.

Step 2: DIscovery Meeting

We’ll dive deep into the nuances of your financial situation so that I have a full understanding of its components. We will also spend significant time discussing your priorities, goals, and dreams which serve as the foundation of your financial plan.


Step 3: PLan Presentation Meeting

Here is where I will present the full financial plan to you. For retainer clients, this will also include a 12-24 month “roadmap” of tasks we will need to accomplish to work towards your goals. You won’t need to do it all at once, because you’ll frequently hear from me on what your next “action item” is throughout the year.

Step 4: Six Month Review Meeting

The first of many semi-annual meetings. We sit down to review where we’ve been, what else remains to be done, and if there are any material changes to your financial life that I should know about.