Step 1: Introductory Call
This is an opportunity to find out if what I offer is what you are looking for. Let’s connect over a complimentary 15-20 minute phone call.
Step 2: Data Gathering Call
During this meeting, we will review & clarify the data provided and have an in-depth conversation around the financial goals for your household.
Step 3: Plan Development
Step 4: Plan Review and Implementation
During this meeting, I will outline your specific recommendations to begin making progress towards your financial goals.