Our Five-Step Process

Introduction meeting - 30 min - In-person or virtual

Can we be a good fit to work together?

  • What led you to make this call?

  • Tell me a little about yourself, your family, and how you got to where you are today.

  • What are you most looking to achieve from me and my team?

  • What does living the best version of life look like to you? Identify values, priorities, and goals

Vision casting & Discovery - 45 min - In-person or virtual

Clarifying vision, purpose, and values and setting clear expectations


  • What you want to achieve in the following area(s): 

  • financial management & coaching

  • retirement planning

  • investing for wealth accumulation or retirement income

  • risk management

  •  tax & estate planning.


Data gathering - upload files 

Some important pieces of info I will gather:

  • Investment statements

  • Insurance statements

  • Cash flow estimator

  • Details surrounding pension (if applicable)

  • Detailed list of liabilities and debts

Plan review & implement - 60 min - In-person or virtual

After we have developed your personalized plan, a meeting will be set to review the final product.

You will be informed of the steps you must complete to achieve your desired outcomes. This is also your chance to discuss any changes or concerns regarding your plan.

Progress report - 60 min - In-person or virtual

Once your plan has been implemented, our work is not finished. We review your plan during regular review meetings to ensure you remain on track and we have an opportunity to make any changes to maintain a plan for success. This will also provide an opportunity to discuss new goals and needs.