Our Process
15 Min Phone Call
Do we do what you are looking for and can we help you?
Discovery Meeting
Get to know each other by asking questions
Review Meeting
Discuss improvements you could make to your current plan
Your only job is to think about it!
Our goal here is simple - we want to build a long-term, sustainable relationship with our clients. A relationship like this does not start with pressure or a sales pitch. Rather, it starts with a mutual understanding of your finanical goals and building trust. At the end of our process, we both determine if we are a good fit to work together or if we simply part as friends.