We meet with you and your significant other (if applicable) to learn more about your passions, your fears, and desires.
We collect some financial data that you can easily upload into our online portal to determine how much value we can add to your life.
We provide a one-page customized guide of financial areas where you may need advising and a plan of attack for our first year working together.
You get to decide whether it makes sense for us to work together and hire us when you’re ready.
We begin our partnership, sign agreements, and schedule our one-hour sessions every month to effectively reach your goals.
What we advise on:
Review of insurance protections
Company benefits optimization
Wealth transfer planning
Investment consulting and management
Debt payoff consulting