What’s next
Here’s how it goes, start to finish.
No mystery, no sales process. Three meetings to build the plan, then we put it to work together for as long as it is useful.
The process
Three meetings. One plan. Then we keep going.
Here is exactly what happens after you reach out, and how long each step takes.
01
Intro call
30 minutes
A short conversation to see if we’re a good fit. No prep, no pressure.
02
Discovery meeting
1 hour
We collect and verify your information so the plan starts from the real picture.
03
Plan presentation
1 hour
We walk through the plan together and decide how to move forward.
04
Ongoing implementation
As needed
We put the plan to work and keep it current as life changes.
What you walk away with
Something concrete at every step.
After the intro call
A clear yes or no on fit
What the fee covers, in plain terms
Your questions answered
After discovery
Every account, policy, and goal in one place
Numbers verified, not guessed
The decisions that matter most, named
After the plan presentation
A one-page plan with priorities and a timeline
Tradeoffs made explicit
An agreed first set of actions
Ongoing
Scheduled check-ins plus unlimited email
Taxes, benefits, and equity events handled as they come
The plan updated as life changes
Step one
Ready for the intro call?
Thirty minutes to see if we are a good fit. Take the quick fit check first, or go straight to the calendar.