Are we a Fit?

Determining if we are well-suited is essential to our process (no cost or obligation).

• Schedule a 20-minute Fit call to determine if your needs match our skills and if we feel we would work well together.

• If our connection feels right, we send a Getting to Know You survey, then conduct a 45-minute call to review answers and clarify objectives.

• Upon proceeding, we will provide an engagement letter outlining the services to be performed. Our typical engagement (next phase below) lasts 3 to 6 months and ranges in cost from $3,000-$10,000.

Exploring & Mapping

Advice & Planning only; no product sales or accounts established.

• Meeting you where you are, exploring your situation in detail, and gathering data to start mapping an ideal path forward.

• Providing input on your strengths that we can help you reinforce and note areas that can be improved.

• Full document outlining findings & strategy is provided at the conclusion of the Exploring & Mapping process.

Ongoing Guidance

After Exploring & Mapping, we are often asked to help implement the outlined strategies and provide guidance to stay on the path of financial well-being, adjusting as life evolves. We only arrive at this place after earning trust and building upon a mutually rewarding relationship. Ongoing guidance is NOT required to work with us but can be explored if a long-term relationship is determined to be best for all.

This is your journey, not ours. We strive to operate as a compass, a thought partner, and a guide along your unique life’s route.