Meeting Process

A quick intro to connect, share basics, and see if we’re aligned on the surface.

We take a deeper dive into what matters most to your family, explore your reflections on the “Five Great Goals in Life,” and determine whether we’re a strong fit to work together at a more meaningful level.

Over a routine cadence, we’ll meet to build your comprehensive financial plan together. Watch the video below for more details.

We’ll conduct formal reviews twice a year—along with ongoing check-ins as needed—to ensure your plan stays aligned with life’s changes.