PAY AS YOU GO
Finally a financial planning approach that benefits you.
Select Your Topic.
You decide what topic is most relevant to you right now.
That may be all you need. Or it may be a stepping stone to other topics. You may choose to get them all done in a few months. Or it may take a few years.
Bottom line, you are in control.
Schedule Your Introduction Meeting.
You will have two virtual meetings with us.
The first meeting is an introduction to your personal situation. It's our time to get a better understanding of what you are looking for.
We then give you your homework of the background information we need to create your analysis.
You can review our availability to find a convenient time for you.
We get to work!
The ball is in our court.
We get to work on creating your analysis and formalizing our recommendations.
Presentation of Your Analysis
We get back together to review your analysis and discuss our recommendations.
We (virtually) shake hands and you are on your way!