The Financial Planning Process


1. Vision & Obstacles

The first step is to create a vision for where you want to take your life. Just like planning out those great travel destinations that you want to visit, we prioritizes what’s important to you. Then, we brainstorm about all the things that are getting in your way.


2. Create A Plan

Here, we take the work that we did in creating a vision and naming the obstacles to build a plan to make your vision happen. We do our best to minimize detail and make the steps as easy as possible.


3. Implement

Finally, we get to work implementing your plan. It’s one thing to create a plan, but sticking to it requires some encouragement and occasionally some accountability. Here, we can course-correct along the way if necessary.

Meeting 1: Discovery Call

Before we start working together, we have a discovery call where we get to know each other and talk about what you’re looking to accomplish.

Meeting 2: Vision and Obstacles

Here, we will create a vision for your future and brainstorm for potential obstacles that will keep you from getting there.

Meeting 3: Plan Creation

We roll up our sleeves and get to work on the nuts-and-bolts that will become the fundamentals of your plan to achieve your goals.

Meeting 4 and Beyond: Implementation

It’s one thing to make a plan, but the magic is in implementation.

Let’s Get Started