Our Process

Without knowing where you want to go, we can’t figure out a plan to get there. We’ll sit down together and go over family, careers, hobbies, and dreams so we can plot a course toward those destinations. This initial meeting also gives us a chance to get to know each other and see if we’ll be a good fit.

Once we have a rough outline of our course we can look into your current plan and see if it’s on track. I’ll look at the complete picture to see what efficiencies we can find, but also see what pieces may be missing that are crucial to the plan’s overall success.

Once the evaluation is complete we’ll have a final meeting to present our recommendations and plan changes. If you agree that you feel we’d be a good fit and the plan makes sense, we’ll work on implementing the new strategies that align with our plan.

We’ll meet regularly as often as you feel is appropriate to strive to ensure your goals still align with our plan and that our strategies are working as intended. Nothing is set in stone and life happens, so our plan needs to be adaptable and easily updated for any pivot we need to make.