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“The secret of getting ahead is getting started.” 

– Mark Twain

It can be difficult to take that first step to get help with your finances, but our job is to make it as easy as possible for you to get your financial life in order. Here's what you can expect from our process:

Step One: Call Us“There are only two mistakes one can make along the road to truth; not going all the way, and not starting.” – Buddha

It's always hard to get started, but once you do, you'll already be halfway there. Many people wait too long to start making a plan for their finances, but the sooner you start, the sooner you'll have financial peace of mind.

Our first call is just a get-to-know-you chat, usually 15-30 minutes. (Schedule it now!) If we think we can help you, we'll offer a free initial consultation so we can dig a bit deeper into your situation.

Or start by completing our Return on Life Index survey, so we can see which areas of life you want to prioritize. It only takes a few minutes.
Step Two: Gather Your InformationYou don't have to be super organized to start. We'll help you figure out which documents you need. Bring in your piles of old papers:

  • tax returns
  • bank statements
  • investment account statements
  • anything else you think is important! 
We'll sift through all of it with you and help you get your finances organized.
Step Three: Come in and Meet UsOur initial consultation is a free one-hour meeting. You bring in a bunch of stuff (along with a questionnaire we give you) and we'll tell you if we think we can help. As fiduciaries, our only goal in this meeting is to see if we can significantly help you with a financial plan. By the end, we'll be able to give you a flat fee quote based on your personal situation.

Check out our guide on choosing an advisor. Interview a few different advisors and make sure you're asking the right questions.
Step Four: Take Your Time Before You DecideAfter our meeting, we'll be able to know whether or not we'll be able to help you. If we're not a right fit, we'll give you referrals to other places that might be better suited for you.

We won't ever pressure you to sign up with us. Take your time, kick the tires of a few different advisors, and let us know if you have any follow up questions.
Step Five: Get The Ball RollingOnce you decide you want to hire us, we'll get things started right away so you have your financial plan in place. Any time you have a question about money - taxes, charity, home equity loans, IRA rollovers - you can pick up the phone and ask us to handle it. Check out all the services we offer to our retainer clients.