Our Process

15-30 minutes

Intro Call

Quick call to get an idea of who you are and how you would like us to help.​

1 - 1.5 hours

All About You

This meeting is a little more in depth. We want to know your relationship with money. We gather information on your current financial life as well and help to set up your website and financial dashboard.

1 - 1.5 hours

Plan Delivery

In this meeting, we will walk through your financial plan, and review any recommendations we may have for you. Once we agree on plans moving forward, we get to work.

We handle all the heavy lifting


We set up new accounts, transfer funds and begin to organize your financial life on your behalf.  You won’t be left in the dark, you will receive weekly updates.

1 hour

90 Day Review

We walk through and review your accounts, your financial dashboard and answer any questions that may have come up. We also set expectations for regular reviews.
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