How does it work?

1. Consultation Call

We get to know each other, walk through our process, and see if we’re a good fit.

2. Data Gathering

We analyze your current financial situation through your documents, our conversations, and other relevant data.

3. Exploratory Meeting

We establish your financial goals and review how they align with your values and motivations.

4. Strategic Plan Creation

Using the data gathered throughout our conversations and the documents you provide, we create a path that aligns with your goals.

5. Plan Presentation

We’ll walk you through your financial plan, the recommendations, and, as in every meeting, a list of action items for you to follow.

6. Implement and Adapt

We’ll have regular check-ins to keep you accountable and adapt the plan as your situation evolves.

We want you to gain confidence in the financial decisions you make every day.

Every three months, we’ll have a client-wide webinar to go over a range of topics, including:

  • How to decide between buying or renting?

  • How can you make the most of credit card rewards?

  • Are private investments the key to wealth?

You’ll also have the opportunity to decide on our next topic and build expertise in areas important to you.

Personal Finance Explained

Monthly Newsletter

On the first Sunday of every month, you’ll get a newsletter focusing on topics relevant to your finances and helping you better understand how our economy works, including:

  • An update on what’s happening in the economy and why it matters

  • Insights that will help you gain a long-term perspective on your finances

  • Additional resources if you want to go deeper

This is also an opportunity to ask how this relates to you, and we can connect to review any questions you have.