Meeting one is about discovery. We need to learn about you. As we do, you’ll get to know us. We begin with a posture of asking questions and conducting an assessment to determine what is important to you.

In this introduction, we will ideally discover where you are and what you want your money to do.

Meeting two is about going deeper. Our previous meeting allows you to share obstacles as you see them. This meeting allows us to find obstacles you may not yet see.

Your job will be to get organized: send tax returns, investment statements, insurance statements, corporate filings, etc. Our job will be to do an initial review to make observations and find the gaps.

Meeting three activates movement. You will be empowered as we engineer the specific framework for your spending, saving, giving and taxes.

We will also explain how we propose to invest your money, how tax optimization and asset location can benefit you, and how the Priority Roadmap will guide our future actions. By now, we will know where you are, this meeting helps you believe you can get somewhere new.

Meeting four is where we present the initial plan. At this point we will have learned enough, dreamed enough, and strategized enough, to provide a consolidated overview of your financial picture which helps to manage risk and plan for opportunities!

One of the best parts is that we can also begin to model out the “crazier” things that you’ve perhaps wondered if you can do, but haven’t yet had the confidence to dive into.

We view this as a “synthesis meeting”. Here, we will look at how all of what has been set in motion will intersect and all work together. In this meeting we'll cover any miscellaneous items like: an insurance review, a giving plan review, a corporate tax opportunity audit, etc.

Additionally, we’ll also begin discussing what our ongoing relationship of care looks like moving forward.