Initial Services

STEP BY STEP

Our process to help you reach your financial goals

Initial Inquiry

Fill out our questionnaire & submit $100 meeting fee

Initial Meeting

View sample plan, fee estimate, collect documents and deposit

Goals Meeting

Review of spending and cash flow and set financial goals

Interactive Session

Review work in progress via phone, Skype or online desktop sharing

Final Presentation

Provide recommendations and implementation advice, plus follow-up advice

Monitoring & Follow up

One year of advice, 6-month checkup, implementation support

WHAT BEST DESCRIBES YOU?

*Normal complexity