Broker Check

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