The Process
Discovery Meeting
- What you are looking for...what I offer...are we a good fit?
- Uncovering concerns, challenges, and values
Meeting #1 - Envisioning and Co-Creating
- Creating clarity in your financial life
- Aligning your money and mission
Meeting #2 - Your Roadmap
- Delivering your holistic financial plan
- Recommendations with intentional stepping stones
Putting it All Together
- An opportunity to implement investments, insurance, and tax strategies
- Protecting and growing wealth efficiently
Ongoing Guidance
- Quarterly meetings throughout the 12-month period
- Coaching, partnership, and accountability