Consultative Financial Planning Process with Investment Guidance

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Step One: Initial Phone Meeting

•  A 15-minute phone call to see if we are a good fit

Step Two: Discovery Meeting 

• Building your Life Map

• Review of your financial statements and tax return

Step Three: Second Opinion Meeting

• Presentation of your Life Map, your goals, and values

• Feedback on financial statements and tax return

• Mutual commitment 

• Account opening and transfers, if applicable 

Step Four: Financial Plan Implementation Meeting 

• Meeting with your financial team, CPA, and attorney

Step Five: Ongoing Progress Meetings

• Continuous Dynamic Financial Planning because life is ever-changing