Schedule Meeting

Our Onboarding Process

Welcome to our scheduling page. See below for the onboarding process for new clients.

Prospective clients: Please start by booking a free “Introduction Meeting.”

1. Introduction Meeting

30-min meeting to get to know each other, see if we are the right fit

2. Discovery Meeting

60-min to dig deep into your goals and dreams. Decide whether to hire us at the end of this meeting. Sign Client Agreement.

3. Onboarding Meeting

60-min meeting to get organized and collect relevant financial information

4. Retirement and Education Planning Meeting

60-min meeting to explore trade offs, what-if analysis with financial planning software

5. Investment Meeting

60-min meeting to review your investment strategy.

6. Insurance and Estate Planning Meeting

60-min meeting to review your insurance and estate planning needs.

7. Ongoing Financial Planning

Ongoing insurance, estate, retirement, and tax planning

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