The PROCESS

Over a series of meetings, we guide you through our six-step process:

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Initial Conversation

We learn about you, your current situation, and address any questions you have. If the fit seems right, we schedule an in-person meeting.

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Discovery

We dig deep into your financial goals, aspirations, and concerns, and launch a comprehensive assessment of your current financial situation.

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we work together to develop your plan

With an in-depth understanding of your goals and resources, we develop your plan, addressing your short- and long-term goals, priorities, and opportunities.

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Implementation

Once the plan is developed, we work with you to put it in place.

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Ongoing Planning and Monitoring

We regularly review your plan and investments to make sure you stay on track. If there are new goals or life events that occur, we meet and make adjustments as needed.

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Check-Ins

Along with regular meetings, our team is available anytime you need guidance. Likewise, we will check in with planning ideas and updates periodically.