During this step, we spend up to thirty minutes discussing your financial objectives. We provide an overview of our team members, our process and answer any questions you may have. You will leave this call with a clear understanding of our financial planning process. If we decide we are a good fit, we will move to step two.

During this step, we review your financial goals. We look at where you are today, where you want to be and when you want to get there. We listen as you tell us what is important about money to you so that we can better understand your needs.

In this meeting, we address what is important to you and outline a tax-centric wealth management approach toward achieving your financial goals. We will include our observations, next steps and leave you with a transparent fee quote. If we decide to partner, we will review your financial plan annually and meet quarterly or as needed to grow and protect your wealth.