STEPS WE TRAVEL

STEP ONE

get started with a complimentary 30-minute meeting


if good fit, sign agreement


share financial documents + link accounts


discuss values, goals, questions, data


receive Initial Analysis, 1st 1/3 of fee due

STEP TWO

discuss Initial Analysis

brainstorm choices for unresolved issues

weigh pros & cons of possible choices

decide on your best choices

receive Preliminary Plan, 2nd 1/3 of fee due

STEP THREE

brainstorm choices for future years

prep for future decisions

receive Complete Plan, 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 good fit, sign agreement

share financial docs + link accts

discuss values, goals, questions, data

receive Initial Analysis, 1/3 of fee due

STEP TWO

discuss Initial Analysis


brainstorm choices for unresolved issues


weigh pros & cons of possible choices


decide on your best choices

receive Preliminary Plan, 2nd 1/3 of fee due

STEP THREE

brainstorm choices for future years


prep for future decisions


receive Complete Plan, 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

Accessibility Toolbar