Planning Process
A Look Inside

What does "Financial Planning" actually look like? Here's what you can expect if we decide to work together. 


Meeting One
Why are we here?

"What's your definition of success?" 

For most people, that's a tough question to answer, and no two answers are ever the same.  For us, it'll be the driving question behind the first meeting.

Our goal will be to learn some background information about your past experiences with money and get a big picture view of what you hope to accomplish moving forward. After all, what good is a prescription without a diagnosis?


Meeting Two
Find our starting point.

Next we'll take an inventory of your assets, liabilities, and main concerns to determine our starting point. Through this organizational process, we'll begin to use mind maps to build a clear, concise view of your current financial life.


Meeting Three
Begin building the plan.

Using your vision, resources, and input, we begin crafting a financial plan designed specifically around your values and goals.

As we build out your financial plan, we'll be able to assess tradeoffs and make calculated decisions using real-time analytics. This helps you visualize the impact that your choices now can make on your life in the future.

building the financial plan

Meeting Four
Where's your money going?

Ignoring cash flow management can wreck even the best designed financial plan.  We'll help you develop and implement a system that automates your monthly expenses and allows you to enjoy living today, while also saving for tomorrow. 


Ongoing Support


3 Meetings Each Year

Life can change fast and frequently.  In order for us to help you seamlessly align your financial life with your actual life, we find it best to stay proactive. We prefer to meet with planning clients 3 times per year, either in person or by video conference.


Phone & Email Support

We want to be your first call when big financial decisions pop up.  Available by phone or email, we always get back to you with a meaningful response within 24 hours. Additionally, we'll periodically reach out to share things we think you'll find relevant.