Let's Create Your Financial Plan

Pre-schedule your financial planning meetings using the appropriate links below

Step 1: Let's G.O. (Get Organized)

(1-hour)

We like to reserve an hour for this data-gathering meeting. The length of time needed will depend on how much preparation is done prior to the meeting.

Prep Work: Document Checklist

Step 2: Goals & Priorities (GPS)

(45-mins)

We like to reserve 45-mins for this Goals & Priorities meeting. The length of time needed will depend on how much preparation is done prior to the meeting.

Prep Work: Goal Setting Exercise

Step 3: Financial Plan Presentation

(1-hour)

Note: Please provide us with a minimum of 7 days buffer after the Goals meeting.

We like to reserve an hour for presenting our findings and financial plan proposal.

Step 4: Financial Plan Implementation

(1-hour)

We like to reserve an hour for laying out an implementation plan and answering any questions you have about "what's next" to ensure that a plan is in place to implement your personalized financial plan.