1. Connect

Get to know you, establish a fee to work together, are we a good fit?

2. Design

Create a plan designed to achieve what’s important in your life, can we add value?

3. Implement

Act on the recommendations reviewed in your plan.

4. Organize

Collect all your paperwork, organize in a binder or electronically.

5. Review

Regular reviews and monitoring of your plan to adjust for life changes.