Getting Started
Together

We start with a short, informal call to understand what’s prompting you to think more intentionally about your finances.

We’ll clarify the problem you want to solve, review what you’ve done so far, and identify where you may still feel stuck.

Our goal is simply to listen and determine whether it makes sense to take the next step together — no pressure, no obligation.

By the end of this call, you’ll feel excited about taking a positive first step toward greater financial clarity.

In this in-depth meeting, we’ll talk about:

• Your most pressing financial concerns
• What success ooks like over the next several years
• Your long-term vision for your life and finances

We’ll also review the details of your current situation, including:

• Income, expenses, assets, and liabilities
• Current strategies around cash flow, executive compensation, debt, retirement, investments, taxes, risk management, charitable giving, and estate planning

Throughout our conversation, I’ll offer thoughtful suggestions and
strategies — whether or not you ultimately become a client.

By the end of this meeting, you’ll feel comfortable, understood, and energized — with fresh insights and a clearer vision of what’s possible.

If we both agree there’s a good fit, we’ll present a personalized 90-Day Action Plan.

This will highlight your key priorities, the next steps to take, and exactly how we’ll work together to make progress.

We’ll set expectations around communication, meeting cadence, and how to get the most value from our partnership.

By the end of this meeting, you’ll feel confident knowing exactly what to expect over the next 90 days — and beyond.