Planning Process

Our goal for financial planning is to help you feel confident in the direction you're going, make meaningful progress toward your goals, and to live a meaningful life now. We're a planning-first firm, meaning we start every client relationship with a financial planning conversation, then make investment and insurance recommendations on that foundation. Some clients do just planning with us, others also rely on us for investment management and insurance.

You can find information on our pricing here, and info on our pricing below. Keep in mind that your financial planning fees may be waived if you choose to work with us on investment management. And of course, you an always email if you have any questions!

Setup & Agreement

You'll receive three things:

Financial planning agreement (via esign)

RightCapital sign up link

(our financial planning portal)

Advicepay invoice

(if fees are due)

Planning Portal

Info Gathering & Organizing

We'll provide a list of accounts to sync and documents to upload so we can have as much information about you as possible.

We prefer you to get everything uploaded before we start organizing it, so we can be efficient.

Upload here

Actionable Items

After reviewing your financial life in depth, we'll share our recommendations of actions you may want to take.

Examples may include starting an automatic investing plan, getting life insurance, or setting funds aside for a fun goal like traveling.

Ask for info

Implement & Follow Up

We'll help you decide which actions you want to take and when, and help you get started. Sometimes this means opening a retirement account, or helping you find an accountant, etc. If you'd like to be an ongoing client, you can sign up for an ongoing strategy support package.

Schedule Now