In this first meeting, we learn about each other and determine whether our services fit your needs. You’ll share about yourself, current circumstances,  and future goals. 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 your data, and other next steps.

Shortly after you sign our engagement, you’ll receive instructions on how to furnish us with your information and data. You’ll be able to log into your private portal, populate your information and upload any 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 a virtual 360-degree view of your finances. We will dig into your data and start the outlines of your plan.

In this second meeting (the first paid one), we will validate your information and data, ask clarifying questions, and share initial observations. Together, we will fine-tune and formulate your goals and values around money.

At the conclusion of this meeting, you will receive our invoice based on the actual duration. You’ll be able to pay by check, credit card, and ACH. 

We will get to work to develop and complete your plan. Though rare, we may reach out to you for additional clarifications during this stage. (Don’t worry, there is no cost associated with this interaction).

In this meeting, we go over our work, observations, recommendations, and actionable steps, while addressing throughout your questions and feedback.

Your plan will be posted and live in your secure portal shortly after this meeting. You will also receive our second invoice at this time. 

At this stage, you’ll have time to digest the plan and the actionable steps. We will be available to answer any quick questions within the scope of the plan at no charge to you. Should a question demand more than a quick response, or veer substantially outside of the original scope of work, you’ll be able to reserve a meeting, the duration of which will be billed. We remain available to pick up right where we left off whenever you choose. If you decide to pick up before the engagement is over (12 months from initial agreement date), you’ll be able to continue the tiered hourly rate discount.