Our Approach

STEP 1

DISCOVER

The first meeting is more of a qualitative meeting where we want to find out what your goals are and to see if you are the right fit for our financial planning approach. We will walk you through a series of questions to help you discover the path you want to take. In our meeting, we will have an honest conversation where we can begin to align your values to your goals.

Once our meeting concludes, you will take home a two page worksheet that will help you think about what you want your long-term goals to be and how they align with your life. 

STEP 2

ACTION

Our second appointment will be an in-person meeting where we will transition from the first meeting to a more in-depth discussion.

We will utilize “mind-maps” and talk about how to design life with your money. The mind map process will help you narrow down how to be more responsible with your money, alter your perspective on how to best invest your funds, and identify your bucket list. 

STEP 3

IMPLEMENTATION

& MONITORING

The third step of our process is all about you. Once we pass on the knowledge and tools to build a better financial future, we will implement.

We will have regular check-ins to ensure that the plan we develop together continues to align towards your life design.