STEPS WE TRAVEL

STEP ONE

get started with a complimentary 30-minute meeting


if we're a good fit, sign agreement


share financial documents & data


discuss problems, values, goals, questions, data


receive your First Report, 1st 1/3 of fee due

STEP TWO

discuss your First Report

brainstorm for solutions / recommendations

weigh pros & cons of solutions / recommendations

receive your Second Report

2nd 1/3 of fee due

STEP THREE

brainstorm for enhanced solutions / recommendations

receive your Third Report

last 1/3 of fee due

enjoy comfort in your mind & heart

Older, attractive Black lady with eyes closed and big smile hugging closely teenage daughter.Middle-aged, slender, Asian lady with black hair and big smileOlder woman hugging older man from behind, both grinning and having fun while walking along beach.

STEPS WE TRAVEL

STEP ONE

get started with complimentary
30-minute meeting

if we're a good fit, sign agreement

share financial docs & data

discuss problems, values, goals, data

receive your First Report, 1/3 of fee due

STEP TWO

discuss your First Report


brainstorm for solutions / recommendations


weigh pros & cons of solutions / recs


receive your Second Report

2nd 1/3 of fee due

STEP THREE

brainstorm for enhanced solutions / recs


receive your Third Report


last 1/3 of fee due

enjoy comfort in your mind
& heart

Older, attractive Black lady with eyes closed and big smile hugging closely teenage daughter.Middle-aged, slender, Asian lady with black hair and big smileOlder woman hugging older man from behind, both grinning and having fun while walking along beach.

How to write your “LIFE PURPOSE STATEMENT”

Your Life Purpose Statement is your personal expression of what is most important and meaningful in your life. It can help you align your financial decisions and actions with your core values and life intentions.

Receive a link to learn how to write your own Life Purpose Statement.

Intuit Mailchimp

How to write your
“LIFE PURPOSE STATEMENT”

Your Life Purpose Statement is your personal expression of what is most important and meaningful in your life. It can help you align your financial decisions and actions with your core values and life intentions.

Receive a link to learn how to write your own Life Purpose Statement.

Intuit Mailchimp

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