A brief call to get to know one another, understand your goals at a high level, and determine if we're a good fit to work together.

If we decide to move forward, we’ll dive deeper into your personal and financial goals—what matters most to you, and what you want to achieve.

Once engaged, the planning process officially begins. At this stage, we have a surface-level understanding of your goals and financial situation, and we begin building out the framework for your plan.

We’ll collect all the relevant financial data—account statements, income sources, insurance policies, estate documents—and finalize your goals and risk profile. You’ll receive a custom checklist, and we’ll be available for support as needed.

We align your financial data with your goals and begin designing a plan tailored to your unique situation.

We present your full financial plan, explain our recommendations, and ensure you're clear and confident in the path ahead.

Together, we begin executing the plan. We’ll coordinate with other professionals (CPAs, attorneys, etc.) as needed and support you in getting the key action items in motion.

After your plan is in place, we meet quarterly to keep things on track and adapt to life’s changes.

• Q1: Annual review of your goals, finances, and strategy for the year ahead.

• Q2: Mid-year review, check-in on progress, and start early tax planning.

• Q3: Finalize tax strategies and make ad hoc plan updates as needed.

• Q4: End-of-year planning focused on taxes, estate, and insurance updates.