Financial Planning Onboarding

Before we work with you, we must know you. No architect would bring building blueprints to the first meeting with a client and neither do we. We have no preconceptions about how we will advise you until we have completed a process of mutual discovery. We have broken up our onboarding process into six easy steps.

 
 
 
 
wedding - Copy.png

1: Introductory Meeting

This is a no-cost and no-pressure meeting just to see if we are a good fit for each other. If you'd like to move forward, we may have another call to detail the relationship, costs, and start the onboarding process.

 
 
 
 
plan - Copy.png

2:Getting To Know You

Once we've decided to work together, we'll start with a deep dive into your finances, life and career aspirations, values, financial independence goals, and much more. To build a financial plan for you, we have to know you first.

 
 
 
 
meeting - Copy.png

3: Plan Design

From here, we get to work designing a plan which is custom tailored to you. Your plan will cover the areas most important to you: cash flow, budgeting, investing, risk management, retirement planning, and more.

 
 
 
 
agreement - Copy.png

4: Implementation

We believe financial planning is best done as part of an ongoing relational process - and we know that life happens fast! Once the plan is made, we'll work together to implement it, keep it up to date, and guide you through your financial life stages.