What to Expect

We help thriving families, women, business owners and subscription-based investors plan a future worth working toward. Our approach is well-defined yet broad, focusing on the details to help finance your life ambitions.

Discovery Call
Discovery Call
Financial Roadmap Discovery
Financial Roadmap Discovery
Action Plan Discussion
Action Plan Discussion
Welcome Letter
Implement Action Plan (30-90 days)
Implement Action Plan
Assess Portfolio Progress/Ongoing Risk Management
Ongoing Progress Meetings

Financial Roadmap Money Values Discussion Topics

  • Clarify Vision & Future
  • Balance Work & Life
  • Create Financial Meaning
  • Help & Seek to Protect Family
  • Build a Legacy

What If My Plan Requires Services You Don’t Offer?

As we develop financial plans for our clients, we evaluate where you’ll benefit from tapping into information, education and individuals to help make your goals a reality. We help you access those resources. Directly through our team – not by calling an 800 number, dialing into a service center with extensive wait times, or trying to work through the computer-driven algorithm of roboadvisors. Our network is your network, so you can comfortably and confidently access the resources and tools necessary to pursue your goals.

  • Accountants (CPAs)
  • LTC planning professionals
  • Mortgage brokers
  • Estate planning attorneys
  • Elder care attorneys
  • Real estate brokers
  • Business attorneys
  • Insurance brokers
  • Medallion Signature Guarantee
Fusion network