Process

Introductory call – 15 minutes.

Discovery Meeting – 60 minutes.

First 90 days

Get Organized Meeting – 45 minutes .

Meeting #1 – We’ll explore your financial and life goals and address anything urgent and we’ll chart a course together and run “what-if” scenarios together.

Meeting #2 – We’ll explore your personalized investment strategy and deliver a living breathing comprehensive financial plan.

Ongoing Meetings

We value your time and want to take as little of it as necessary. As your financial CEO, we ensure your financial life is coordinated and optimized. We’ll tailor these meetings to what’s important to the success of your life and the financial package you select. 

An example ongoing meeting could include the below schedule: 

  • Withholding and retirement plan contribution review
  • Business growth projections
  • Open enrollment and benefits review
  • Year-end tax planning.
  • Goals and Financial Plan review