Get to Know Each Other
In our first meeting, we will get to know each other. I want to hear about your goals and dreams. What motivates you? What experiences to you look forward to? We are starting on a lifelong journey together. This is the first step!
Present the Plan
In our next meeting, I will present a plan that takes into account all we spoke about in the first meeting. We will review the individual plan parts, including fees/costs, and how those parts fit into the overall plan. I will give my professional opinion, and then you make the decision on how you want to proceed. You are my focus. I work for you.
Put the Plan Into Action
The fun begins! Paperwork is signed, accounts are opened and funded, and we make progress toward your goals. Paperwork can be signed in person or virtually. I will assist in setting up online access to your accounts and remain available throughout our relationship as we journey together.
