The 4 Step Program

This is a casual meeting where we get to know you, your goals, your financial situation, any concerns you have, and where we collect relevant data. It is a chance for you to get to know us, and us to get to know you!

Flexible Service: Life is busy! That's why we will meet you in whatever way works best for you; in-person, by video, or over a phone call.

We will review our findings to help gain a complete, in-depth understanding of your financial situation so that we can make appropriate recommendations. Then, we will meet and present you with a custom financial plan that is tailored to your specific needs.

This is where we solidify our commitment to moving forward together. We focus on partnering with clients where we can make a meaningful difference. If we determine that we can significantly impact your financial journey, we will officially welcome you as a client by completing all the necessary documentation to kickstart your plan!

Once your plan is in place, we will have regular progress meetings to assess the plan and discuss any changes in your life that could affect it. After all, when life changes, so should your financial plan.