Our Process

Our Approach to Financial Planning

Our time-tested approach is foundational in financial planning and the success of our clients. Above everything, we seek to understand. We want to know your values, what’s important to you, how you view wealth, and the legacy you want to leave. By walking through each step together, this collaborative process allows us to create an intentional path forward that empowers you to make confident decisions and live with comfort for the future.


Envision Your Ideal Future

Understanding your hopes and dreams is key to creating a financial plan that aligns with your goals. We take the time to get to know you on an emotional and mental level, so we can design a plan that reflects your unique values and aspirations.


Build a Strong Financial Foundation

At this point, we're working with a deep understanding of who you are and what you'd like to achieve. Our team of experienced advisors is dedicated to helping you implement a customized financial plan that capitalizes on opportunities for greater success. We start by addressing the cornerstones of your financial future and work with you to develop systems that keep you on track.


Thrive in Your Best Life

With us as your partner, you can pursue financial freedom that allows you to live life to the fullest. We're committed to supporting you every step of the way, and our ongoing planning process assists you in building a financial future that aims for stability in the years to come.

Our Onboarding Process

Learn More Call

We'll schedule a 15-20 minute call to get a high-level overview of your current financial situation, what you hope to gain from our relationship, and establish if we are a good fit for your needs.

Let's Talk About Living Discovery Meeting

In this 90-minute meeting, we will spend the majority of the time learning about you and your vision for the future. We want to understand your relationship with money, your pain points, and your dreams.

Observations Meeting

This is a 45-60 minute meeting where we discuss your Rethink Retirement Roadmap. We take all of the information provided to us along with what we learned from our time spent together and lay out a roadmap to help you start Living!