Our Process
A simple process that gets you from overwhelmed to organized
Working with a financial advisor doesn’t have to mean complicated onboarding or endless paperwork.
Our process is just six straightforward steps that take you from financial stress to financial confidence—usually within 60-90 days.
Talk it through
Introduction
We’ll have an honest conversation about your goals, concerns, and whether we’re the right fit. No pressure, no sales pitch—just a genuine discussion about your financial life and how we might help.
Get the full picture
Discovery
Time to dive deeper into your financial situation and dreams for the future. We’ll review your existing accounts, understand your goals, and start mapping out what success looks like for you.
See your roadmap
Financial Planning
Here’s where it all comes together. We’ll present your personalized financial plan with clear recommendations for reaching your goals. Everything will make sense, and you’ll know exactly what steps to take next. Curious what all we might discuss?
Put your plan in motion
Implementation
Time to make it real. We’ll help you set up automatic savings, transfer accounts if needed, and get all the moving pieces working together. The heavy lifting starts here, but we handle most of it.
Protect what matters
Risk Review
Let’s make sure you’re covered. We’ll review your insurance needs and estate planning to ensure your financial plan stays on track no matter what life throws your way. We don’t sell insurance or push products—we help you understand what coverage makes sense and connect you with trusted resources. We can also help you get basic estate documents in place at no additional cost through our partnership with Wealth.com.
Stay on track together
Annual Review
Your life changes, markets move, goals evolve—and we adjust your plan accordingly. You’ll have unlimited access to us between our regular check-ins for questions that come up. Whether you prefer quarterly meetings or monthly conversations during major life changes, we’re always in your corner.
Common questions from people just like you
We know you’re researching your options and want to make sure we’re the right fit. Here are the questions we hear most often.
How long does the planning process take?
Most clients complete the full planning process within 60-90 days, though it varies based on your situation complexity and how quickly you want to move. We can go faster if you’re eager to get everything in place, or take more time if you prefer a slower pace.
What happens in our first meeting?
Our first conversation is all about getting to know you and determining if we’re a good fit. We’ll talk about your goals, concerns, and current situation. There’s no pressure—just an honest discussion about your financial life and how we might help.
How much work do I need to do between meetings?
We keep your homework to a minimum. Mostly, we’ll ask you to gather some documents or think about specific goals. We handle the heavy lifting—you just need to show up and make decisions about your financial future.
What if I need to pause the process?
Life happens. If you need to slow down or pause at any point, just let us know. We’ll pick up right where we left off when you’re ready to continue.
Do I have to implement everything you recommend?
Absolutely not. We’ll present our recommendations and explain why we think they make sense for your situation, but every decision is yours. We’re here to advise, not dictate. You can implement everything, some things, or take time to think it over.
Don’t see your question? Just send us a message below and we’ll respond shortly.
Time to take the first step
The process is simple, but it starts with you. Let’s schedule that first conversation.