Reach out to us

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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 decide which planning package is best for you.

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Homework packet e-mailed

And returned to us before our first meeting

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1st Meeting

Either in person or virtually depending on your location.

First 1/2 of the fee is due.

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

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2nd Meeting

In person or virtual, depending on your location.

Second 1/2 of the fee is due.

We will review your overall analysis and recommended plan.

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Implementing Your Plan

We will work together to implement your financial plan.

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 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.

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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.