A quick meeting to find out if working together makes sense.

The goal with this meeting is to get to know you, your situation, and what you're looking for in a financial planning relationship. We then share how we work with our clients so you can leave this meeting knowing if we're the right fit.

If we determine that we're not the right advisors for you, we'll refer you to other advisors in our network who may be a better fit.

Three meetings to go over your goals & values and review the numbers so we have a clear understanding of where you are and what you're trying to accomplish.

1. Go over goals, vales, etc

2. Review your finances

3. Review the business (if applicable) and finish gathering all financial planning info

First, we review your full financial picture together:

• How you're invested based on taxes
• Investment allocation
• Net worth
• Goals & priorities
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Then we go over recommendations, action items, and your overall financial plan.

📝 View sample financial plan

We get it, life's busy.

It's easy to let important tasks slip through the cracks, which is why we created this step to ensure everything gets implemented from the plan. We follow up and meet as necessary to make sure you feel confident in your financial plan moving forward.

We create a new financial plan at the beginning of the year, conduct a mid-year tax review and start tax planning for the year, review year end investments, insurance/estate planning every other year, company benefits, and end of year tax planning (timeline below).

📝 View sample annual review