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What to expect when you work with us
1
Introduction
Complete our 2-minute survey and book a time for your complimentary initial consultation where we answer your questions and ensure a good fit.
2
Discovery
We'll arrange a Discovery Meeting where we help you get organized and get to know your circumstances, goals, and values.
3
Implementation
We build a customized Financial Plan and then deliver it and our recommendations to you in two separate meetings.
4
Partnership
We get together periodically to check in, measure your progress, and make any changes necessary to your financial plan.
