Our Approach
No matter where you are in life, there are fundamental truths to how wealth is built and threatened. When we work with you as your adviser, we will take a ground-up approach, learning about your lifestyle, how you make decisions, and what resources you have. We will use that knowledge to ensure that we've addressed risks that could prevent you from success or topple what you've already accomplished. While we cannot predict the future, and there's never an absolute guarantee of success, our approach takes many of the big variables off the table by making sure you are prepared. It's never fun to have to deal with a bad situation, but you can rest much more easily knowing that you're prepared to handle it.

The Process
A consistent approach requires a consistent process in order to help you achieve your goals. Here is what you can look forward to as we start working together.
- Onboarding Meeting - In this 2-hour session, we work to link all of your financial accounts, including your credit cards, banking accounts, student loans, mortgage, investment accounts, to our financial planning platform. This platform will let both you and us see your entire financial picture all in one space, updated daily. We'll also be learning and discussing your household expenses, establishing a budget for your spending, and we'll show you how to use the platform so that you become more confident and aware of what's happening with your money.
- Launch Meeting - A couple of weeks after the Onboarding Meeting, we'll have prepared recommendations for what to begin working toward, along with insights on the long-term strategy working together. These goals and insights are prepared specifically for you, tailored to who you are and where you are at. And just like how life can change, we expect these goals to be dynamic as well.
- Monthly Coaching - These sessions are used to review progress, keeping you on track, and to discuss and resolve any issues that arise, be it life circumstances or personal behaviors acting as a barrier to success.
