Our Process
The key to a successful plan is constant vigilance. Life is dynamic, personal circumstances evolve, and external factors shift. New opportunities arise while others fade away. Even in times of stability, it's crucial to stay prepared. We believe that your financial future shouldn’t be a reactive emergency; it should be proactively managed.
Introduction
45 minutes
This time is about getting to know you. Your financial aspirations, what matters most to you, and what you’re looking for in a financial planning relationship.
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We’ll walk you through our planning process, answer your questions, and explore how we can help you use your resources to create meaningful experiences with your family, friends, and community.
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If we're not the perfect advisors for you, we will connect you with another advisor who is.​
Discovery
60 minutes
We'll take a deep dive into your financial goals, current situation, and unique circumstances. Together, we'll design your personalized financial dashboard, uncover the intricacies of your financial life, and ensure we understand your financial landscape.
By the end of our meeting we'll have clearly identified your top priorities, addressed any immediate risks, and mapped out our future meetings.
Plan Foundation
60 minutes
During 2-3 meetings over the next three months, we’ll focus on your highest-priority action items and begin laying the foundation for the next 12 months.
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Each session will address key areas of your financial plan, commonly including:
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Investment Design
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Cash Flow and Savings Planning
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Retirement Needs
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Immediate Risks
We’ll provide tailored recommendations to help you achieve your financial goals, backed by detailed financial forecasts to evaluate where you stand today and how to move forward confidently.
Implement & Adapt
60 minutes
Through our ongoing relationship, we'll help you implement your financial plan, monitor progress, and adapt to life's changes. We're with you every step of the way, ensuring your plan stays on track towards your goals even when life changes.
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Our meetings are strategically timed throughout the year to address pivotal moments and key milestones, such as:
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Equity Compensation Vesting
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Tax Season Preparation
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Relocation
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Bonus Payouts
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Required Minimum Distributions
This proactive approach ensures that your financial plan remains dynamic, responsive, and tailored to your unique journey.​
Ad Hoc Meetings
Flexible
We strive to be a true partner, deeply invested in the changes and milestones in your life. Whether it’s a quick question, a significant life event, or an unexpected challenge, we’re always here for a meeting or a conversation when you need us.
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With our commitment to accessibility and support, you can trust that we’re just a call or meeting away, ready to provide guidance tailored to your needs.