This 30-min initial discovery call is to discuss your goals, desired outcomes, and assess if we’re the right fit for you.

You will sign our Agreement and set-up a payment plan. We’ll schedule our planning meeting and complete our data-gathering process.

Mapping your current financial picture, net-worth, align your goals, and proposed cash-flow plan. In this meeting, we’ll go over your 12-month financial plan.

Finish any remaining tweaks to your cash-flow plan and then set up the automation. New accounts will be established as-needed.

Setting up a schedule for the periodic review and adjustment of the agreed-upon plan.