Step #1

Schedule an introductory call

A 15-30 minute phone call will give us both a chance to make sure your situation matches our expertise.

Step #2

discovery session

Before offering prescriptions, we need to better understand your situation.

The next step is a 1-hour meeting (Zoom or phone) for us get crystal clear on your priorities and concerns.

Prior to this conversation, we will request some documents from you.

Step #3

Review Assessment

With your financial assessment complete, we will have another meeting to review our findings and recommendations.

In plain English, we will explain exactly what you can do to improve your financial situation, approach your equity, and lower your taxes.

DIGEST IT ALL

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick yes.

Once you have time to digest it all, we will check-in with you to see if it makes sense to move forward together or part ways as friends.

If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."