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1. Discovery Call
Our process begins with a brief 15-minute phone conversation to determine if we’re a good fit to work together.
2. Initial Consultation
During your first in-depth meeting, we’ll learn about your personal and financial circumstances, then identify and prioritize your goals.
3. Data Collection & Analysis
Next, you’ll securely upload documents and complete a risk tolerance questionnaire. We’ll review your current financial path, explore improvements, and—together with our strategic partners—help answer key questions: Can you afford to retire? Are you overpaying taxes? Can your portfolio be improved? How can you reduce or eliminate threats to your retirement?
4. Personalized Financial Plan
In the second meeting, we’ll present tailored recommendations and provide clear strategies you can put into action right away.
5. Implementation
The third meeting focuses on putting your plan into motion, including account setup, transition, and compliance documentation.
6. Ongoing Monitoring & Support
Finally, we provide regular reviews, proactive communication, and continuous education—so you always feel informed and confident about your financial future.
1. Discovery Call
Our process begins with a brief 15-minute phone conversation to determine if we’re a good fit to work together.
2. Initial Consultation
During your first in-depth meeting, we’ll learn about your personal and financial circumstances, then identify and prioritize your goals.
3. Data Collection & Analysis
Next, you’ll securely upload documents and complete a risk tolerance questionnaire. We’ll review your current financial path, explore improvements, and—together with our strategic partners—help answer key questions: Can you afford to retire? Are you overpaying taxes? Can your portfolio be improved? How can you reduce or eliminate threats to your retirement?
4. Personalized Financial Plan
In the second meeting, we’ll present tailored recommendations and provide clear strategies you can put into action right away.
5. Implementation
The third meeting focuses on putting your plan into motion, including account setup, transition, and compliance documentation.
6. Ongoing Monitoring & Support
Finally, we provide regular reviews, proactive communication, and continuous education—so you always feel informed and confident about your financial future.