1. "Get Connected"

This is simply a 20-30 minute phone call for us to get to know one another and see if it makes sense for us to work together. If we like each other and feel we would work well together we then use the following process.

*At the end of the call, we will decide if it makes sense to create a plan together.

2. "Get Organized"

The goal of this meeting is to get everything organized. We will talk about:

  • Your current situation
  • Your goals
  • Your concerns

3. "Get Efficient"

During this meeting we will discuss how  I can help you improve your finances and create efficient strategies around them. 

*At the end of the meeting I will ask if you would like to get started and implement the strategies we discussed or if you would like to take some time to think it over.

4. "Maintain Efficiency"

Your priorities and goals will inevitably shift throughout time which is why I am here to help you prepare. It is important for us to meet regularly to update and make any changes.