Financial Goal Plan

Our Process

Mutual Fit Meeting

We will spend about 30 minutes via Zoom getting to know one another and deciding if we are a good fit to work together.

Discovery Meeting

This meeting will be approximately 1 hour so we can learn all about your most important financial goals and uncover what keeps you up at night. We will also create a list of financial documents we will need to review prior to the Financial Goal Plan meeting. (In person or Zoom meetings are available).

Financial Goal Plan

After spending time reviewing your financial statements, we will review our key findings and outline a specific action plan to ensure you are on track for your financial goals. We will also ensure you are protected from the risks that could derail your plan. (In person or Zoom meetings are available).

Implementation

After prioritizing the action plan, we will help you make progress towards achieving your goals and staying on track. (In person or Zoom meetings are available).