Our Process

We prioritize the three step process over the pitch. A well-crafted, flexible process ensures we can deliver a personalized approach for each client, while still delivering a comprehensive experience that leaves nothing out.

1. Getting to Know You

At our “About You” meeting, the focus is simple: you. We take the time to listen to your story, understand your financial world, and learn what matters most to you. This is not a time for us to list off credentials or talk at you—it’s about discovering how we can support your goals and set you up for success.

Here’s what to expect:

  1. Free Initial Meeting: No cost, no pressure—just an open discussion to see how we can work together.
  2. Meet Your Personal CFO: Think of us as your financial partner, guiding you through every step of the process.
  3. Learn Our Financial Principles: We’ll share clear, actionable insights to empower you to make informed decisions.
  4. Collaborative Approach: You’ll help fill in some blanks so we both have a clear picture of where you stand and where you want to go.

Take the first step toward financial clarity and peace of mind. Schedule your free “About You” meeting today, and let’s start building a plan for today and your future!

Let's build your plan

2. Planning Behind the Scenes

While you focus on life, we’re hard at work crafting a financial strategy tailored specifically to you. This step is where the magic happens—behind the scenes, your personal CFO dives deep into the details to create a plan that fits your unique goals and circumstances.

Here’s what we do for you:

  1. Expert Analysis: Your personal CFO handles every detail, using their expertise to ensure nothing is overlooked.
  2. Financial Modeling: Your financial world is mapped out on a spreadsheet to create a clear, actionable picture of your current and future financial landscape.
  3. Stress-Testing Ideas: Every idea and strategy is tested in the model to ensure it aligns with your goals and holds up under various scenarios.
  4. Personalized Recommendations: After thorough analysis, we present you with a plan designed to help you achieve your financial goals with confidence.

This process typically takes about a week—but your journey to financial clarity begins now. Ready to see your personalized financial model?

Let's build your plan

3. Putting the Plan into Action

This is where your vision comes to life. Together, we’ll transform your personalized financial plan into real, actionable steps. You won’t be navigating this journey alone—we’ll guide you every step of the way, ensuring you feel confident and empowered throughout the process.

Here’s how we make it happen:

  1. Clear Explanation: We’ll walk you through your financial model, breaking it down in simple terms so you fully understand it.
  2. Transparent Logic: We’ll explain the reasoning behind each recommendation, so you can see how it aligns with your goals.
  3. Open Dialogue: This is your chance to ask questions, voice concerns, or make adjustments to the plan—it’s all about what works best for you.
  4. Your Decision: You decide which parts of the plan to implement, and we’ll help you take the necessary steps to bring it to life.

The best plans are the ones you act on. Let’s take the first step together and make your financial goals a reality. Schedule your next session today! 

Let's build your plan

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