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