01
Icebreaker
30-45 minutes
Goals of Meeting:
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Get to know each other
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Explain our process and next steps
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Answer any questions
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End Result:
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If we both feel that there is value in working together, we will schedule your Discovery meeting
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If either of us feels we aren’t the best firm to fit your needs, we’ll provide resources or referrals to help you find a better fit.
Our 5 Step Process
02
Discovery
60-90 minutes
Goals of Meeting:
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Understand how you got to where you are and whereyou want to go
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Deep dive into every piece of your financial life
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End Result:
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Have all of your current financial life on one screen
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Schedule Recommendation Meeting and sign client agreement
03
Recommendation
60-90 minutes
Goals of Meeting:
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Present a complete financial plan that aligns your time, money, and attention with your goals
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Deep dive into every piece of your financial life
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Create a realistic, actionable plan for executing recommendations
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End Result:
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Receive honest feedback on recommendations and commitment to implementation process
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Deliver One Page Financial Plan
04
Implementation
45-60 minutes
Goals of Meeting:
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Confirm all action items from Recommendation arefully implemented
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Set up cashflow plan to become a World-Class Saver
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Deliver finalized One Page Financial Plan with explanation video
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Transition to regular service calendar
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05
Ongoing Service
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Quarterly Personalized Progress Reports
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Semi-Annual Progress Meeting
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Additional meetings available upon request
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