Our Process
This is what it looks like to be intentional with your money
Getting started.
One meeting to get on the same page,
then two to begin refining
45 minutes to understand what’s on your mind and ensure we’re meant to work together
First Conversation
People that pay, pay attention.
And every part of our process is purposeful.
So this is when you start paying.
90 minutes to clarify where you’ve been, where you’re going, and gather everything you have
Discovery and Data Gathering Meeting
90 minutes to see finances simply and clearly for the first time and agree on the next right step
One Pager Review and Action Step Meeting
Every year thereafter.
Meeting on purpose lays the foundation
for our relationship with money
Beginning of every year.
Reflect on the past,
Understand the present,
Plan for what’s ahead.
Middle of every year.
Cast vision for the future,
Knock out a lingering task,
Dive deep into a relevant topic.
Every day of every year.
Life gives us good and bad surprises - guaranteed. We’re ready to face them together.
We want to say more, but then it might not be simple and clear.
But our clients have…
“You make a way to visualize our financial story with reflection and planning in a remarkable way. While the year ahead is still daunting, the peace of mind you provide for financial decision making is invaluable.”
“You do it very differently than anyone else. You have changed the way money impacts our marriage.”
“This is the first time I’ve looked forward to a conversation about money.”
What We Offer.
This is where we’re tempted to use jargon - but we won’t.
Of course we know…
The benefits of a donor advised fund
The retirement “hack” of the HSA
The tax advantage of a Roth IRA
The nuance of the expense ratio
The frequent misuses of life insurance
How the efficient frontier works
How to prep a business for sale
The best order to tap your retirement funds
When it’s OK to spend what you’ve saved
And so much more.
But when you go to a Broadway show, do you like to see the backstage crew?
We keep that in mind with our design too.
FAQs
Do we need another financial advisor?
Ideally no, but it’s OK if it takes time to reach that conclusion on your own. You won’t find anyone that speaks to your entire financial life like we will.
Do you offer one-time financial plans?
No, a financial plan is a feeling, not a document. And a document could be useless tomorrow. Your relationship with money changes from living your real financial life with awareness, not by projecting a pretend financial life that is certain to be wrong.