The One Page Planning ProcessTM
A complimentary 4-step process to help potential clients evaluate our services and firm to make an informed decision about working together.
Experience Your Wealth's Possibilities
Schedule a
20-min call
A 20-minute phone call will give us both a chance to make sure your situation matches our expertise.
Discovery Meeting
The next step is to meet with our team (in-person or virtually). During this 1 hour meeting our team will get crystal clear on your current financial situation and your future goals.
Analysis &
Design
We will apply our knowledge and expertise to your situation and develop a one page financial plan.
Review
Analysis
With our analysis complete, we will have a second meeting to review our findings. In plain English, we will explain exactly what you need to do to reach your financial goals.