Review Meetings
About every six months we meet with rotating agendas to keep you on track
Process Infographic Post Type
Implementation
Now it is time to take action with us by your side
Alignment Meetings
This is where we work together to align your money with your life.
Discovery & Goal-setting Meeting
Time to dig a little deeper into what’s important to you
Find Your Fit
Getting to know each other and ensuring we’re a mutual fit. If not, we’ll help you get where you need to be.