
01: Discovery
We get to know each other and understand what your main quest and side quest are.
02: Input
We get very specific on your financial numbers, to understand where we are today.
03: Design
We compare scenarios to decide the best way to accomplish your main and side quests.
04: Delivery
We review the final financial life plan and a one-page list of changes needed to align with it.
05: Implementation
We discuss and complete the necessary changes in order to align with the financial life plan.
06: Review
We discuss what’s been accomplished so far and define the future relationship.