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BUILDING WEALTH,
ONE STEP AT A TIME

As a busy professional with a business to run, we know your time is limited.
Our three-phase approach to financial planning makes it easier to build wealth, one step at a time.

For frequently asked questions about the firm and the type of clients we best serve, visit our FAQ Page.


Phase 1:
we ORGANIZE

The First 3 Months

We'll take the time to get to know you: where you are now and where you want to go.

This first phase lays the foundation for the entire relationship. We'll be talking often and making a lot of intense progress. 

PHASE 2:
we Plan

The First Year

Once we can see the whole picture, we'll build a plan that works for you.

This is where the rubber meets the road. During this phase, we'll design a customized plan for your savings, investments, and debt. 

PHASE 3:
we manage

Year Two, Onward

Once your initial plan is in place, we'll find opportunities to improve and optimize.

This is the fun part. You'll feel the momentum as we start building towards financial independence and reaching your big dreams.


WHAT TO EXPECT: Year one

Below is a proposed road map highlighting common steps taken during our first year together.

Example Schedule:  Months 1-3
Month 1: Getting to Know You
✓ Meeting #1: Discovery Meeting (~90 minutes)
✓ Comprehensive Data Gathering
✓ Outline Plan for New Accounts & Initiate Transfers

Month 2: Getting Organized
✓ Meeting #2: Clarity Meeting (~60 minutes)
✓ Review "Starting Point" Net Worth Statement
✓ Gain clarity on goals and planning priorities 

Month 3: Getting a Strategy (for the next 9 months)
✓ Meeting #3: Investment Strategy & Planning Priorities (~60 minutes)
✓ Implement investment plan
✓ Outline road map for the next 9 months


Example Schedule: Months 9-12
Months 4-6
✓ Meeting #4: Financial Planning Meeting (~90 minutes)
✓ Implement Area of Focus & Plan for Next Area of Focus

Months 7-9
✓ Meeting #5: Financial Planning Meeting (~90 minutes)
✓ Implement Area of Focus & Plan for Next Area of Focus

Months 10-12
✓ Meeting #6: Financial Planning Meeting (~90 minutes)
✓ Implement Area of Focus & Plan for Next Area of Focus


Example Schedule: Year 2, Onward
Every 6 Months
✓ Semi-Annual Meetings (or more often, as needed)
✓ Refine and Optimize Financial Planning Items
✓ Revisit and Update Financial Independence Plan
✓ Rebalance Portfolio back to Target Allocation (or more often, as needed)
✓ Unlimited Check-Ins via email or phone -- we're here to help!


Ready to see if we're a good fit?

Contact Us