1 – Introduction meeting

No Cost / 30 minutes

This is our first meeting, in which we learn about each other and determine whether our services fit your needs. You’ll share about youself, current circumstances, future goals, and more. We’ll share how we work with you, and how we might be able to help. 

If you choose to engage us, you’ll receive an engagement letter, instructions on how to safely share you data, and next steps. 

data onboarding

No Cost

Once you’ve signed and returned the engagement letter, you’ll receive instructions on uploading your data. You’ll log into your private portal, populate information, and upload applicable documentation on your secure vault. If desired, you’ll be able to utilize our account aggregation service to attach your online-accessible accounts for virtual 36-0degree view of your finances.

We will dig into your data and start the outlines of your plan. 

2 – Detail meeting

Billable / 1 to 1.5 hours

In this second meeting, we will validate the data you’ve shared, ask clarifying questions, and share our initial observations. Together, we will fine-tune and formulate your goals and values around money. 

You’ll make a downpayment of $150 upon booking this meeting, and the balance of our billable time – based on the actual duration of this meeting – will be invoiced immediately after.  

the remainder of our engagement

From this point to the end of the engagement (typically 12 months from the date of the initial agreement), you will continue to have access to the plan portal, which can be updated in real time if you elect and maintain account aggregation connections. Throughout this period, we will gladly keep in touch and answer your quick follow-up questions – at no cost if they are brief and within scope. Should a question demand more than a quick response, or be substantially outside the initial plan’s scope, you’ll have the opportunity to request a billable meeting. 

engagement renewal

Billable / Based on meeting length

You will continue to have access to your live plan as is for as long as you choose to maintain the information and account aggregation connections on your portal/ Throughout this time we may – though will not be obligated to – reach out to you with timely reminders around your plan. However, you won’t have to renew your engagement until or unless you actually request to meet with us. In that case, you’ll be able to schedule a renewal meeting at your leisure, where we will pick up exactly where we left. For continuously renewed engagements, you’ll be able to continue the tiered hourly rate from the prior engagement. If you don’t see a need to do this right away, no worries! You’ll always be in control of how long to engage us for, or if at all. As most of the heavy lifting has already occurred in the original engagement, renewed engagements are generally less time-consuming and, as a result, less costly. As your circumstances evolve, so can our working relationship.