Our Process

Take a look at what it’s like to work with us

1

Introduction

Talk to a Commas advisor
and find out if our services
are the right fit for you!

Sign On And
Upload Documents
2

Discovery

Meet again to talk about your goals and your vision for the future. Then we’ll unpack any existing financial accounts so we can start crafting your financial plan.

  • Emergency Fund
  • Mortgage
  • 401k
  • IRA
  • Loan
  • HSA
  • 529
Create Budget
3

Financial Planning

Talk with your advisor to walk through your financial plan and our recommendations for how you can meet your goals.

Transfer
Accounts
4

Implementation Planning

Meet with your advisor to move lump sum amounts, set up monthly savings, and finalize your plan.

House
Retirement
Emergency
5

Risk Review

Check in with your advisor to go over your insurance and estate needs.

6

Annual Review

Plan to meet with your advisor at least annually to check in and make any necessary changes to your financial plan.

Vacation
House
New Car

Interested in
working with us?