WHO WE ARE
OUR PROVEN PROCESS
Your needs and goals are at the center of everything we do. Our proven client engagement process is designed to provide clarity, structure, and confidence as we help you move toward your financial goals. It’s built around meaningful conversations, thoughtful analysis, actionable guidance, and friendly accountability—all focused on helping you maximize your ROL (return on life).
We call this process CARE, which reflects the way we work: building a Connection, conducting a personalized Assessment, offering tailored Recommendations, and Empowering you to put your plan into action.
Each step plays an important part in your financial planning journey, and when they are put together a foundation is established that opens the door to enjoyably experiencing all that life has to offer.
Connection.
During a 30-minute Exploratory call, we will spend time getting to know one another. This will include learning what you have, what you are looking for, and how that aligns to the ways we serve and support our clients. This is about answering your questions and determining if we are a good fit. These are always complimentary meetings.
Assessment.
If we are in agreement about being good fit, we begin building the foundation of your financial plan. We’ll take a comprehensive look at your goals, income, expenses, savings, debt, and assets. We'll also explore your personal investment preferences, risk tolerance, and any areas where you have unique experience or interest.
Recommendation.
We’ll provide a clear, objective recommendation tailored to your situation and what you have shared is most important. If we’re going to be managing assets for you, we’ll help you set up and fund your accounts. If you’re interested in only receiving advice, we’ll establish the relationship with a Planning & Coaching Agreement and then start working on a personalized action plan after receipt of the first agreed payment.
Empowerment.
Once we have an agreed upon plan in place, we’ll begin the fun part of putting it into action—taking intentional steps toward your goals and ideal life. We aim to build long-term relationships, with regular reviews to help you adapt as life changes and seize new opportunities with confidence. Accountability and follow through are big components of plan success. Life will get busy and hard. We will be walking alongside you to make sure you can take your next steps with confidence.