Define the Problem call 20-30 Minutes
Phone/zoom call, providing an opportunity to verify that your situation aligns with our specialized capabilities. We look forward to getting to know you.
Identify Your Resources Zoom 60-90 Minutes
We will gain a clear understanding of your financial narrative. You will outline your concerns, objectives and share basic key financial data. If married, both spouses MUST be on the call.
Research Existing Solutions 60 Minutes
We will review your financial situation and discuss specific steps to enhance your financial outlook. You will receive a detailed One-Page Plan summarizing our discussion, outlining the next best steps, which includes pricing information.
Select an Approach 10 Minutes
We will talk about your decision to move forward or not.
Create the Solution 60-90 Minutes
Presenting the financial plan and making decisions on the next best steps.
Existing Client - Review 60 Minutes
We look forward to helping you meet your financial goals!
Existing Client - Service Call 30 Minutes
We look forward to helping you meet your financial goals!