Step 1
Schedule
The first place to start is getting to know each other. We do this by scheduling an introductory call or in-person visit. We will begin learning about you, your priorities, and your goals.
Step 2
Formalize the Relationship
The consultation will reveal if the relationship is the right fit for you and us. If you decide to proceed, we will schedule the planning meeting and begin the necessary paperwork process.
Step 3
Plan
We will fully discuss your situation, capture all relevant details, and then develop a customized plan aligned with your vision for the future.
Step 4
Implement
We put your customized plan into action.
Step 5
Monitor and Maintain
We work with you every step of the way and help you make the adjustments necessary through life’s changes.
