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.