How Do I Get Started?

Discovery

This meeting helps us get to know each other, understand what you’re looking for, and determine whether working together is the right fit.

We’ll talk about your goals, clarify which services match your needs, and, if it feels right, walk through next steps and any remaining questions.

Goals & Values

This time together is where we will focus on your goals, concerns, and make a decision on if we would like to work together.

Data Organization

Your first meeting is all about creating clarity. Whether you feel things are fairly organized, or are finally looking to get everything sorted out, this conversation is the chance to make that happen.

Here we’ll walk through account, documents, and key details so we can start building a complete, accurate picture of your financial life.

Financial Strategy

We’ll review your current situation and start to evaluate strategies and outline steps to help you become work optional with confidence.

We may have anywhere from 1 - 3 strategy meetings to get you to a place you feel comfortable with all the recommendations provided, and now it is time to help you implement.

Ongoing Planning

Once we are on the same page on how to move forward, we meet bi-annually to make sure your plan is up to date, and all aspects of your plan are being covered.

One time plans do not include the ongoing services in the next section.

What Does a Full Year Include?

Here’s an overview of what a year of working together looks like for ongoing planning clients

And the kind of support you can expect, year after year

  • Focused on reviewing the past year, creating clarity around tax season, and ensuring your financial plan remains aligned with your goals.

    Review ~
    Discuss tax return outcomes, key financial developments, and any changes that have occurred since our last conversation.

    Clarify ~
    Address questions that arise during tax season and provide context around important decisions, opportunities, and trade-offs.

    Align ~
    Evaluate whether your investment, tax, and financial planning strategies continue to support your current goals and priorities.

    Advance ~
    Identify next steps and planning opportunities for the months ahead, creating a clear path forward for the remainder of the year.

  • Focused on proactive decision-making, year-end planning opportunities, and preparing for the year ahead with confidence.

    Forecast ~
    Review updated tax projections and assess strategies that may help improve outcomes before year-end.

    Evaluate ~
    Discuss open enrollment, employer benefits, and other time-sensitive decisions that can have a meaningful impact on your financial plan.

    Implement ~
    Coordinate retirement contributions, tax planning opportunities, and other year-end strategies while there is still time to act.

    Position ~
    Establish priorities for the coming year and leave with a clear action plan, helping reduce uncertainty and avoid last-minute decisions.

  • Life rarely follows a planning calendar. Major decisions and unexpected events often arise between scheduled meetings, and those moments can have a meaningful impact on your life.

    Navigate
    Discuss important life changes such as career transitions, compensation changes, home purchases, family developments, or retirement decisions.

    Evaluate
    Work through financial opportunities and decisions as they arise, rather than waiting for the next scheduled review.

    Coordinate
    Receive guidance when questions come up and ensure important decisions remain aligned with your overall plan.

    Stay Connected
    Reach out throughout the year for support, clarification, and advice whenever needed.

Please Note:

Investment management items including due diligence, rebalancing, tax gain/loss harvesting may take place throughout the entire year.

Meeting tempo is for ongoing planning clients. One time planning clients receive ongoing availability during their four month engagement.

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