During your Discovery meeting (Meeting #1), we’ll help you find your Why. We'll dive into your relationship with money and discuss your Financial Purpose. Once we've unlocked these items, you are ready to begin your financial journey.

During your Exploration meeting (Meeting #2), we’ll work on identifying and prioritizing your financial goals. We'll also spend this time to go through your financial assets, liabilities, income and expenses.

During your Strategy session (Meeting #3), the team will present you with your personal one page plan. You will walk away with recommendations as well as actionable steps that are aligned with your Financial Purpose.

After your Strategy meeting, we will work with you to implement the recommendations we shared, in order to help you design the future you dreamed of.

Goals are just guesses. That's why we will show you where you currently stand and actively monitor your goals, so you stay on track.

Lastly, we will outline our next steps and action items for the coming 3 to 6 months.