What to Expect

Many people have only known financial planners to be product salespeople. Not us. Our process from start to finish is centered around providing comprehensive, objective advice. Here is what you can expect when you reach out to us:

First Meeting

Our first meeting is free. We can conduct this meeting in person, over the phone, or via video chat.

Our process always begins with listening ears. In the first meeting, we seek to gain a clear understanding of who you are and your current financial situation. We will mutually determine if our services are the right fit for your situation. At the end of this meeting, we will set a follow-up date for us to get back together.

Between the first and second meeting, we will conduct a thorough analysis and review of your situation. We will put together recommendations based upon your goals and the scope of our agreement.

Follow-Up Meeting

The goal for this meeting is for us to deliver our recommendations to you. We will explain every recommendation and give you time to ask questions. You will come away from this meeting with clear, actionable insights to improve your financial situation.


If you decide to work with us on an ongoing basis, we will set up reviews at least once per year, sometimes more depending on the situation. During this review, we will update your financial plan and review our investment strategy.