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Our Process

How we work with you

Talking about money can be a little intimidating. No worries. We’ll walk you through every step, making sure to answer all your questions, getting to the specific truths about your “money life.” Then we go into full-nerd mode--using our experience, insights and resources to analyze your unique situation and make recommendations. From our initial “getting to know you” phase through ongoing review and adjustments, you will feel heard, understood and completely at ease.

Process graphic


Learn about your personal goals and values


Based on your current situation, consider the best path forward


Review and select the optimal solutions


Craft a tailored plan aligned with your goals and values


Put your plan into action and set the foundation for success


Monitor and make adjustments as needed along the way