Our process starts with listening: listening to your experiences, your fears, and most importantly, your goals. We’ll use your story and our ideas to create a strategy for the life you want: no matter your age, stage of life, or definition of success.
Our First Connect
No matter your financial goals, our journey together will always start with a strategy call. Here’s what to expect when we talk:
We’ll listen and learn about your story, your resources, and your goals, and you’ll hear about our philosophy, our stories, and how we’re different.
We’ll use these stories to outline a one-page financial strategy for your one-of-a-kind life, which we’ll send you after our call.
We’ll schedule a solution call to review your hand-crafted, easy-to-understand financial plan based on your values and priorities.
