Our Process
Align Your Wealth With What Matters
Our process is designed to simplify complexity and bring your entire financial picture into focus. We don’t rush into strategies or product pitches. Instead, we begin by helping you define what matters most, so your plan is rooted in a purpose that you’re dedicated to for the long term.
Step 1: Define Your Purpose
In our first meeting, we explore your goals, values, and what a meaningful life looks like for you. Understanding your "why" is essential to building a plan that works. You’ll also submit key documents so we can see your full financial picture and start planning with intent.
Step 2: Craft Your Plan
After we help you define your vision for the future, we design your customized financial plan. We use our 5 Financial Framing Principles (Cash Flow, Protection, Purpose, Estate Planning, and Taxes) to create a financial plan that fits your needs. This plan will identify strengths and opportunities for every aspect of your finances to support your life’s vision.
Step 3: Evolve Your Plan As Life Changes
Your financial plan will evolve as your life and goals change over time. Through our 365 plan monitoring and annual meetings, we continuously search for new planning opportunities based on your life stage, any life changes, or changes in markets, the economy, tax laws and financial strategies. We’re here to help you stay on track to your goals.
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Frequently Asked Questions
Every client journey is different, but our process follows a clear path—one that begins with your purpose and adapts as your life unfolds. Here are answers to the most common questions people ask about how we work.
We don’t start with numbers or products—we start with you. By focusing first on your values and long-term goals, we create a plan rooted in purpose, not just spreadsheets. That foundation shapes every recommendation we make.
Our first meeting is all about clarity. We’ll talk through your goals, values, and what a meaningful life looks like for you. You’ll also share key financial documents so we can understand your complete picture and start planning with intent.
They’re the backbone of your plan. We look at cash flow, protection, purpose, estate planning, and taxes together—so nothing important gets overlooked. This framework helps us identify strengths, gaps, and opportunities across every part of your financial life.
Life isn’t static, and your plan shouldn’t be either. Through 365 plan monitoring and annual meetings, we adjust for changes in your life, the economy, or tax laws. That way, your plan always reflects where you are and where you’re headed.
We make financial education ongoing and approachable—through monthly videos, quarterly webinars, newsletters, and personal check-ins. It’s about keeping you informed, but also keeping you connected to the “why” behind your plan.