STEP ONE

Intro Call

This isn’t a sales pitch — it’s a chance to understand where you’re at, what you’re looking for, and whether we’re the right team to help.

We’ll walk you through how we work with clients so you can decide if it feels like a good fit. And if it doesn’t? No hard feelings.

We’ll gladly point you to someone in our network who might be a better match.

STEP TWO

The Discovery

We’ll guide you through a structured, two-meeting process designed to get a full picture of your life, goals, and finances.

We’ll dig into all the numbers from spending, debt, investments, taxes and insurance.

This takes time, but by the end, you’ll have real clarity and a clear path forward.

STEP THREE

The Plan

No guesswork. Just a plan designed around you that helps your money do what it’s supposed to.

• Detailed investment allocation
• Tax planning
• Cash flow strategies
• Estate planning review
• Ongoing contributions plan.

And all the support you need.

STEP FOUR

The Implementation

A great plan is just the start.

We all have good intentions, but life gets in the way. That’s why we don’t just map it out — we help you follow through.

From opening accounts to executing tax moves, we’re with you every step. Because progress comes from action, not just intentions.

STEP FIVE

The Follow-Up

A couple of months after we’ve put the plan in motion, we’ll check in for a full review.

We’ll make sure everything’s on track, answer any new questions, and adjust where needed. Life changes — your plan should keep up.

We will make sure you keep the momentum going and that you are clear on next steps.