Financial
Plan
Assessment
A 3-step process to get clarity on your finances and test drive our services.
How It Works
Hover or click each step to see our process
20-MINUTE INTRO CALL
Schedule a 20 min call to learn about your financial situation and match it to the right service.
We want to make sure we are the right financial partner for you. If we aren’t, we will happily point you in the right direction.
1-HOUR DISCOVERY MEETING
The next step is a one-hour meeting (in office or via Google Meet). We will get crystal clear on your financial goals, needs, and concerns.
Our goal is to understand you and your entire financial situation during this one-hour meeting.
REVIEW NEXT STEPS
With your plan complete, we will have another 1-hour meeting to deliver and review our findings.
We will recommend one of our planning services, answer questions, and suggest best next steps based on your situation.
Step #1: Schedule A 20-Minute Google Meet Meeting
MEETING PURPOSE
We will discuss your planning priorities and explore how we can add value.
At the conclusion of our process, we’ll invite you to reflect on your options. Selecting the right advisor is a significant decision that deserves careful consideration.
Ready To Get Started?
Book a Free Call To Take The Next Step.
