Personal Financial Planning Process

Your Plan Starts Here

We bring clarity, confidence, and intention to your complete financial picture so you can move boldly into the future.

careful conversation
In three months, we'll work together to build a personalized roadmap that connects your money to what matters most.

Priorities Conversation

In the first meeting, we'll listen deeply to understand your values, your family, your goals, and what keeps you up at night. This is where we learn what truly matters to you, beyond the numbers, and begin to get a picture for your future.

.01

Tradeoffs & Insight

In meeting two, we'll use our advanced planning tools to help you see the impact of your decisions before you make them. We "play it forward" so you can explore scenarios and understand the tradeoffs with confidence.

.02

Your Roadmap

In meeting three, we'll present your personalized financial plan - a clear, actionable roadmap covering every area of your financial life. You leave knowing exactly what needs to happen, when it needs to happen, and why.

.03
Ongoing Services

We help guide our clients into the best ongoing service model for their needs:
 

  • Total Wealth - designed for clients who want to delegate as much as possible, with ongoing, proactive guidance, coordination, and strategy across the different areas of their financial life
  • Essential Planning - proactive in the areas most important to your plan and reactive on ancillary topics as they arise
  • Investment Only - portfolio management and regular review and reporting with one meeting per year to discuss