Our Process – What to expect?
Welcome! We’re excited to meet you and learn about what you’d like to accomplish.
Before we get a time on the calendar, here’s a quick rundown of what to expect.
1. Getting Started Call
30 mins
A short call to give ourselves a chance to get to know each other, learn about what’s on your mind, and discover whether we’re a match for what you’re looking for.
2. Discovery & Feedback
1 - 1.5 hr
We take more time to learn about your financial health, take a look at your key financial vital signs, and provide feedback. After all, it’s impossible to prescribe without appropriate diagnosis! After talking through any questions you have, we all agree on appropriate next steps. This may be to move forward as a client or to provide you with other resources.
3. Plan Review and Strategy
Complete Health Assessment
From Discovery, we then tackle the most pressing financial topics in individual strategy meetings. The goal is to take smaller bites, tackling one topic at a time.
4. Ongoing Planning
Monitor Financial Health
We monitor your progress and financial health over time, meeting and making decisions and adjustments as we go.
