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How Do I Get Started?

Our Process

Connect: Begin by scheduling a complimentary 20-minute phone consult to explore your situation, our process and if there is a mutual connection. We’re friendly.

Organize: We’ll send you a link to our easy-to-use on-line questionnaire for some basic information about yourself, those people who are important to you, and where you stand financially. We’ll organizes your facts into one simple-rich visual called an asset-map. A clear picture of you for discussion at your complimentary face-to-face Discovery meeting.

Our History

Assess: We'll discover what's important to you, where you are at today, and where you want to go. We study your asset-map and act as your sounding board. We'll discuss what it looks like to be a client. We'll walk you through our transparent fee structure, our unique planning process and a sample plan. At the end of this meeting, nobody has to make any decisions or commitments. 

Decide:  When we're done, we'll both step back. You'll be able to think this through, our team will meet, and we'll contact you in 48 hours. If we both decide there is a good FIT, we'll move to the next step in the process.