our process
Personal finance isn’t easy. But it can be simple.
We understand that navigating the complexities of financial planning can be overwhelming, no matter what stage of life you’re in.
Our mission is to simplify this journey for you, providing clarity and confidence every step of the way.
Our empathetic and professional approach addresses your unique financial goals and concerns with the same care and attention to detail as we’d provide for our own family.
Here’s what you can expect:
Here’s how to get started:
Step 1
Learn About Our Service
Sure, we’re a fee-only firm, but what does that mean for you?
Feel free to poke around our site and learn more. If you like what you see, you’re ready for…
Step 2
Fit Assessment
Next, we encourage you to set up a complimentary consultation to discover more about the scope of our services and how you can benefit from them. This is a call that lasts no more than 30 minutes with the goal of determining if we are a good fit for each other.
Step 3
Goal Setting and Strategizing
If it looks like a comfortable fit, we then schedule a longer consultation to discuss your retirement goals. From this discussion, we begin to craft your retirement income plan. The primary goal of this plan is to ensure that your money outlives you, and that you enjoy your life to the absolute fullest thanks to a financial plan that ticks every one of your boxes.
