Planning Process

A Look Inside

financial life planning

Meeting One ... Why are we here?

"What's your definition of success?" 

For most people, that's a tough question to answer, and no two answers are ever the same.  For us, it'll be the driving question behind the first meeting.

Our goal will be to learn some background information about your past experiences with money and get a big picture view of what you hope to accomplish moving forward. After all, what good is a prescription without a diagnosis?


Meeting Two ... Find our starting point.

Next we'll take an inventory of your assets, liabilities, and main concerns to determine our starting point. Through this organizational process, we'll begin to use mind maps to build a clear, concise view of your current financial life.

organize finances
build a financial plan

Meeting Three ... Begin building the plan.

Using your vision, resources, and input, we begin crafting a financial plan designed specifically around your values and goals.

As we build out your financial plan, we'll be able to assess tradeoffs and make calculated decisions using real-time analytics. This helps you visualize the impact that your choices now can make on your life in the future.


Meeting Four ... Where's your money going?

Ignoring cash flow management can wreck even the best designed financial plan.  We'll help you develop and implement a system that automates your monthly expenses and allows you to enjoy living today, while also saving for tomorrow. 

cash flow and budgeting

3 Meetings Each Year

Life can change fast and frequently.  In order for us to help you seamlessly align your financial life with your actual life, we find it best to stay proactive. We prefer to meet with planning clients 3 times per year, either in person or by video conference.


Phone & Email Support

We want to be your first call when big financial decisions pop up.  Available by phone or email, we always get back to you with a meaningful response within 24 hours. Additionally, we'll periodically reach out to share things we think you'll find relevant. 

Want to learn more about our Financial Planning Process?


A monthly email newsletter.

The internet is a distracting place, especially when it comes to learning about financial planning and investing. Once a month we help you filter the noise by sending you a list of the best things we've come across recently.