We'll have a no-cost, 30-minute Zoom, Teams or phone call to learn a little more about your situation and see if we are the right fit. You can ask anything you'd like! If we're not what you're looking for, we'll help you find the right person.

Next, we'll dig a little deeper on a no-cost, 60-minute Zoom or Teams meeting to establish your goals, address your concerns, and dive into the details. We'll need some documents from you to prepare for this meeting.

We'll give you a proposal for the advice package that we feel would be most appropriate for your needs. You'll have the opportunity to ask anything you want about us, how we work with clients, or even our favorite Disney restaurants!

We'll send you all the paperwork via email to get started, explain our communication methods, and tell you exactly how we will serve you going forward. We can't wait to work with you and your family!

Our experienced team goes into detail and analyzes your cash flow, debt, savings, investments, tax situation, estate plan, insurance, and retirement needs. This process typically takes 1-2 weeks.

Depending on the package you select, we'll deliver the advice that you and your family have been looking for. We'll also tell you about the options you have if you'd like to continue working with us.