Our Planning Process

Our first conversation is about getting to know each other and determining if we’re a good fit. We’ll discuss your financial situation, your goals, and what’s important to you, ensuring we have a clear understanding of where you are today and where you want to go. This meeting is an opportunity to ask questions and see if our approach aligns with your needs.

After our introductory discussion, we present an executive summary of your financial picture, highlighting key takeaways and areas where we believe we can add value. We’ll outline potential strategies, define the scope of our engagement, and discuss pricing so you have a clear understanding of what working together entails. This ensures alignment before moving forward.

Once you decide to engage us, we formalize the relationship with a financial planning agreement. From there, we set up your personalized financial website, gather relevant financial documents, and organize the data we need to begin crafting a plan tailored to you. This step ensures that we have a strong foundation to build a meaningful financial strategy.

With all the information in place, we create an initial financial plan that includes actionable steps designed to align with your goals and values. This is not the final version, but rather an opportunity to review, discuss, and adjust. We’ll gather your feedback to refine the plan, ensuring it reflects what matters most to you.

Using the insights from our Rough Draft Review, we fine-tune your financial plan into a clear, structured roadmap. This version serves as the guide for your financial decisions moving forward. We’ll confirm priorities, finalize recommendations, and make sure you feel confident in the path ahead.

A financial plan is only valuable if it’s put into action. In this stage, we help execute key steps—setting up accounts, adjusting savings strategies, optimizing benefits, implementing insurance, or making any other necessary changes. Our goal is to ensure that your plan moves from discussion to reality.

Financial planning isn’t a one-time event—it’s an evolving process. As life changes, so do your financial needs, and we’re here to help you navigate those shifts. Through regular check-ins, plan updates, and continuous guidance, we ensure your strategy remains aligned with your goals, adapting as needed to keep you on track.