Connect to See if You’re a Fit
What to Expect
Reach Out: You’ll complete the short questionnaire on this page.
Phone Call: Our team will find a time to connect with you over the phone to evaluate whether you and our team are a good fit.
First Meeting: If both parties feel the fit is right after the phone call, we will get your first meeting on the books! In this introductory meeting, we’ll dive further into your goals and dreams, your current financial status, and any questions you may have. Then, we begin brainstorming potential adjustments with the goal of helping you achieve your goals in a more efficient way. Learn more about our first meeting here.
Onboarding: If we continue to feel like a good match following the first meeting, we’ll begin the onboarding process. After that, we’ll start to implement the plan!
Ongoing Support: We prefer to talk throughout the year to make any adjustments to your financial plan as necessary. Ongoing meetings and phone calls are not mandatory, but we highly recommend close contact, especially through life changes and events.