Our Process
Our process is designed to bring clarity, structure, and confidence to your financial life. We begin by understanding where you are today, what matters most to you, and the goals you hope to achieve. From there, we organize your financial information, identify opportunities, and develop thoughtful recommendations tailored to your unique situation.
Throughout the process, the focus is on collaboration, education, and practical next steps—not pressure or complexity. The goal is to help you better understand your financial picture and walk away with a clear plan you can move forward with confidently.
1. Introduction Call
This complimentary 30 minute video call is an opportunity to learn more about you—your priorities, your goals, and what you’re hoping to gain from a financial planning relationship. We’ll walk through what the planning process looks like and share clear examples of how I work.
This is where the deeper work happens behind the scenes. Your information is carefully reviewed to identify opportunities and build strategies that align with your goals and priorities.
5. Analysis + Plan Development
Before we begin, we’ll walk through a clear and straightforward planning agreement that outlines the areas we’ll focus on, our respective responsibilities, and the full cost of the engagement.
Once everything is aligned, the agreement is signed and the initial payment of $1,500 is made.
2. Review Planning Agreement
During our third video call, we’ll walk through your financial plan together, including: the analysis, key insights across each planning area, and the recommendations designed for you.
You’ll leave with clarity, and a Measurable Action Plan you can begin putting into motion right away. The remaining balance of $1,500 is due upon delivery of your completed financial plan.
6. Plan Presentation
We need to take time to understand where things stand today. Your financial information is gathered and organized through a secure online dashboard, creating a clear picture of your current situation.
To give you a sense of what this includes, a sample data gathering checklist is provided as a helpful guide.
3. Data Organization
You’ll leave that final call with a clear list of next steps to help you move forward with confidence. From there, the focus shifts to putting the plan into action.
If questions come up along the way, you’re always welcome to reach out via email for brief clarification—we’re happy to help,
7. Implementation
Each planning area is thoughtfully reviewed and summarized so nothing important is overlooked. Our next video call is all about making sure we’ve got the full picture. We’ll review the information you’ve provided, fill in any gaps, and confirm that everything is accurate.
From there, we’ll revisit your goals and priorities to make sure we’re aligned.
4. Data Review + Initial Planning
Some clients appreciate having a continued relationship after the initial plan is in place. If that’s the case, ongoing support is available to help you stay on track and adapt as life changes.
For an annual fee of 75% of your initial plan fee, you get access to ongoing support and guidance.