Introduction - We will look at your emotions and finances in a 360 degree picture. We will get to know you, your intentions and what matters to you most. The focus here is to learn about your experiences and expectations, and how emotions may drive your decisions.

Discovery Meeting - Our goal is to get an understanding of your personal and financial goals, wants and needs. We will gather the necessary documents and information to ensure we have the full picture and you leave with the clarity you need to go forward. We want to help you transition from thinking about your finances to knowing about them.

Analysis - Based on our discovery meeting, we will create a picture of where you want to be in the future. Throughout this process we will focus on simplicity and on making decisions through an intentions-based lens.

Developing a Strategy - Here we will review the key objectives and priorities of your plan, taking into account your net worth and cash flow. We work together to progress toward the goals we've identified and model scenarios to compare against your base financial plan.

Implementation of the Final Plan - We will present you with your final plan and provide you with an executive summary. Our focus is on ensuring you are informed about and comfortable with the plan and the next steps toward making it a reality. 

Monitoring and Updating the Plan - Once the plan is in place, we will meet periodically to manage our strategy and update it when necessary.