Getting Started

Schedule an introductory meeting

Contact us by email or phone for a 30 minutes complimentary call to see whether our unique service model is the right fit for you. We will also provide more details about how we would work together and our fees. You can schedule an appointment here.

Click here for a List of Key Documents Needed, so you can get started now.

Partner with us

Our process

Share your Vision and Goals
This first meeting is about you, your Vision for the future, your money history and your Values. What do you want out of life, what is the legacy you want to leave? We want to get to know you, because only then we can give you the best customized advice.

Plan
We will work together to build a custom financial plan that is tailored to your goals and values. We will provide recommendations and actions steps.

Implement
We will help you with the implementation of the financial plan. We can invest your savings and align your investments with your goals.

Ongoing support
We will meet periodically, at least once a year, to reassess the financial plan and make any changes. Financial Planning is an ongoing process that will continue. And we are available by email or on the phone as life’s changes occur.