Our Process
We follow a defined approach to serve you with excellence.
We take a truly personal approach to business and personal
financial planning that is guided by honesty and transparency.
1
The First Date
An open-ended, no time limit conversation about who you are, your goals for your business, and what you envision your retirement transition to look like. We’ll leave our first meeting with a big picture understanding of your business, life, and financial goals.
2
The Initial Strategy
We will prepare our integrated approach with a clear, actionable outline. This is the starting point for all future decisions, and will evolve as we dig in deeper together.
3
The Healthy Relationship
Every plan demands accountability and regular follow-ups to stay current and on course. We commit to regular check-ins to stay updated on your business and personal finances and milestones so that we can help you make informed decisions.