1. Who We Are
  2. /Our Process

Our Process

Three No Cost Steps
Let’s see if we’re a good fit before you “put a ring on it.”
You wouldn't let just anyone into your home and you shouldn't just let anyone help you plan for your financial future.

Phone-01

30MIN | Initial Consultation
- Basic info exchanged
- You share your hopes & dreams
- Can we help?
Computer-01

30MIN | Meeting with Advisor via Zoom
- Advisor introduction
- Deep dive into your financial future
- Nuts & bolts of membership
SpeechBubbles-01

90MIN | Development Meeting
- Financial plan & eMoney presentation
- Financial overview & general recommendations
- Next steps & membership