Our Process

Step 1: The Discovery Meeting

We get to know you and you get to know us.

Step 2: The Investment Plan Meeting

We review your current situation, our recommendations for moving forward, and the details of our approach.

Step 3: The Mutual Commitment Meeting

We decide to work together and begin implementing the plan.

Step 4: The 45-Day Follow-Up Meeting

We help you organize your new account paperwork and client portal.

Step 5: The Regular Progress Meetings

We track progress toward your goals, update our work with new things from your life.

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