Our Process

Financial planning and investing can be cumbersome, time consuming, and inconvenient. Our goal is to simplify the process and provide our clients with easy access to information and planning from the comfort of their homes. You will never be “sold” anything, instead you will be given tools, information, and recommendations tailored to your specific needs and goals. Our 5 step "Tailored Planning Process" is as follows:

1. Introductory Call  and Possibility Meeting – 2 virtual meetings for us to get to know you and you to get to know us. Our goal is to understand your situation and then review our process and determine if we may be a fit to help you accomplish your long term goals. We aim to be very transparent about what we do and how we do it and recognize that our services aren't for everyone. There is no cost for these sessions and never any obligation to work with us.

2. Financial Planning Software Access and Discovery Meeting – You get access to our custom financial planning software which will serve as the one stop shop for your financial life moving forward. The discovery meeting is an opportunity for us to discuss your current financial situation and most importantly to understand your short and long term goals. 

3. Tailored Plan Presentation – After the discovery meeting we will use our comprehensive financial planning software to build your Tailored Plan. During this call we will present the plan to you and show you specific recommendations backed by data, to help you to accomplish your goals. Please view the below video to get a general sense for how a custom financial plan can put you on a path to financial success.

4. Implement Recommendations - During this portion of the process we will work hand in hand with you to implement the immediate recommendations that came from your Tailored Plan. We will also outline short and long term goals that will be addressed in the future.

5. Quarterly Tailored Strategy Sessions - We will proactively schedule quarterly meetings in order to review that state of your plan and any assets that you have. We will also make regular changes to your plan based on life and/or market changes. All meetings are documented in our software and we will constantly revisit your goals and track progress towards accomplishing them.

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