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.
