Planning Roadmap

1) Initial Meeting

In our initial meeting, we will review our process, review your background and relevant documents, and answer any questions you may have.

2) Rough Draft Presentation

After creating our initial plan, we will review your base facts, summarize our recommendations, and provide you time to consider your options

3) Final Plan Presentation

Once decisions have been made, we will review any changes to the plan, and assign action items.

4) Periodic Review and Update

As life changes, we will update our plan and provide new recommendations. At least yearly we will have a formal meeting to check in on the plan.

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Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Request a meeting