Our Process

Intro Call

15-30 minutes.

Quick call to get an idea of who you are and how you would like us to help.​

All About You

1 - 1.5 Hours

This meeting is a little more in depth. We want to know your relationship with money. We gather information on your current financial life as well and help to set up your website and financial dashboard.  

Plan Delivery

1 - 1.5 Hours

In this meeting, we will walk through your financial plan, review any recommendations we may have for you. Once we agree on plans moving forward, we get to work.


We handle all the heavy lifting.

We set up new accounts, transfer funds and begin to organize your financial life on your behalf.  You won’t be left in the dark, you will receive weekly updates.

90 Day Review

1 Hour

We walk through and review your accounts, your financial dashboard and answer any questions that may have come up. We also set expectations for regular reviews.