Our financial planning process begins with an “ice-breaker” phone call followed by a series of three meetings. After the introductory call and before the first meeting, we’ll provide you with a list of documents and details you’ll want to prepare. During the first detailed meeting, we’ll interview you about your family, financial goals, incomes, current investments, insurances, credit, debts, and legal planning. During the second meeting, we’ll share our findings, make recommendations for you to consider now as well as those you’ll want to understand for your future. After such a meeting, we’ll send you notes with definitions and action items to help you truly understand how your finances could be managed. Our third meeting will simply be a debrief or “Q&A,” session. During this time we’ll review the prior meeting, the summary email, and all questions you have. Once you’re confident with your to-do list and new trajectory, we’ll begin working together.