STEP 1
Introductory Meeting

In our complimentary 30-minute meeting, I’ll introduce myself, share our firm’s philosophy, and walk you through our client engagement process. This is also an opportunity for me to learn more about your goals and priorities, and for us to explore whether our services are the right fit for your needs. If we agree there’s a good match, we’ll move forward to the first planning meeting.

STEP 2
Getting Started

In this meeting, I’ll take the time to understand your unique financial situation — both qualitative, such as your values and lifestyle aspirations, and quantitative, including income, savings, and expenses. We’ll also gather any relevant financial documents you’re comfortable sharing, such as bank and brokerage statements, tax returns, insurance policies, and estate planning documents. If we both decide to move forward, we’ll formalize our partnership with a signed client agreement at the conclusion of this meeting.

STEP 3
Plan Presentation &
Recommendations

In this meeting, I’ll present the comprehensive financial plan I’ve prepared based on your goals and financial situation. We’ll review how your objectives align with the plan, discuss your current financial position, and address any questions you may have. I’ll also provide tailored recommendations around savings, investments, and tax-efficient strategies. If we’re aligned, we’ll begin implementing these recommendations.

STEP 4
Moving Forward

Once the recommendations are implemented, we’ll meet twice a year to ensure we’re staying on track and making any necessary adjustments as your life or the regulatory landscape evolves. Typically, our spring meeting focuses on reviewing your goals and investment strategy, while the fall meeting centers on identifying year-end tax-saving opportunities.  Of course, as things come up throughout the year you can call or email as often as necessary to stay on track!