Reach out to us


30 minute Introductory Phone Call

We will discuss what has worked, what hasn't worked, what you want your money to do for you now, and outline what the process will look like for you.

The planning process is unique to every client.


Homework packet e-mailed

And returned to us before our first meeting


1st Meeting

Either in person or virtually depending on your location.

Planning fee is due ahead of our first call for out of state clients, and at our first meeting for in person planning clients.

We will hammer out your cashflow and you will leave with initial action items to implement.


2nd Meeting

In person or virtual, depending on your location.

We will review your overall analysis and recommended plan.

Additional meetings and calls scheduled as needed.

For Executives, we are happy to break the planning process into 1 hr increments to fit your busy schedule.


Implementing Your Plan

We will work together to implement your financial plan.


 Review Schedule

We will review our plan every 9-12 months with quarterly or semi-annual checkpoints as needed.  Read: If you need us, we are here.


How long it takes

Depends largely on how quickly you get your homework done throughout the steps. 

On average it takes about 2-3 months to get a working plan in place.