Meeting Process

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

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

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.

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.

At this point, we officially begin our partnership — your assets are transferred to Fiducia, and we lay the groundwork for a personalized planning experience.