A Proven Process for Your Path Ahead

Our Process

1. 1

   The Life You Imagine

   Tell us about yourself and what’s important to you. We’ll walk through key areas — cash flow, investments, taxes, retirement, education, lending, insurance, estate planning, charitable giving, and executive benefits — to see if we’re the right fit to help you live the life you want

2. 2

   Discovery Call

   We’ll stress test your goals through our R-factor question, outline a clear plan of action, and discuss next steps so you can move forward with confidence. We plan out a three-year process to make sure you feel good about your goals and growth.

3. 3

   Proposal

   We look at everything we’ve learned about each other and put together a set of recommendations based around your specific wants, needs, and desires.

4. 4

   Onboarding

   We'll walk you through a thoughtful, guided onboarding experience that brings every part of your financial life together — from goals and priorities to accounts, advisors, and tools — so you begin with clarity, alignment, and a plan built to move forward with intention.

5. 5

   The Path

   Through ongoing meetings, we’ll coordinate taxes and estate planning, guide charitable giving, and refine your goals — helping you stay on course toward what matters most through our evolving relationship.