1. Introductory Call

(30 - 45 mins)

This introductory call allows us to learn
more about your questions & concerns
and decide if working together is a good
fit. If we determine that we’re not a good
fit then I’ll gladly refer you to another
fiduciary advisor in my network who is
a better fit.

If it makes sense to work together, we’ll
complete an engagement letter before
moving to the next stage.

2. Discovery Meeting

(45 minutes - 1 hour)

The discovery meeting is intended for
us to take a deeper dive into your
finances side by side.

During our meeting, we’ll review your
information together, fill in any gaps
and make sure we have a clear picture
of your current financial situation.

Prior to the discovery meeting, you’ll be
provided with a way to securely upload
various documents to our portal.

3. Values & Goal Setting
Meeting

(1 hour)

It’s crucial to understand your values and
goals before we can draft your financial plan.

This meeting will be focused on clarifying
your personal values and goals.

Having a clear understanding of what’s most
important to you and your family allows us
to tune out the noise and carve out a path
that’s 100% customized to your family. After
this meeting, I will begin preparing your
financial plan.

4. Financial Plan Review Meeting

(1 - 2 hours)

During this meeting, I will walk you through your full financial
plan and discuss each item & recommendation in detail.

5. Implement recommendations
and ongoing meetings

Depending on the recommendations from your financial
plan, we’ll be here to help you implement each
recommendation as well as communicate with other
professionals as needed (CPAs, attorneys, etc.).

Our ongoing meetings will allow us to review and revise
your plan to adapt to your changing life.

Those choosing investment management will move on
to opening your investment accounts with either Charles
Schwab or Altruist. We’ll be here to guide you through
the transfer process to ensure your assets transfer over
in an efficient manner.

My Process