

What to Expect: Our Consultation Process
A Strategic Conversation Designed Around You
This is not a sales call. It’s a private, expert-led discussion about your goals, concerns, and the next chapter of your financial life.
Step 1: Discovery Call (30–45 Minutes)
We start with a confidential conversation—by phone or video—where I’ll ask the right questions to understand your priorities, concerns, and current financial structure. There’s no preparation needed; just bring your perspective and goals.
You’ll leave with:
• Clarity on whether we’re a good fit
• Insight into areas you may not have considered
• A high-level path forward based on your objectives
Step 2: Strategy Review (Optional)
If we decide to move forward, I’ll review your existing plans, policies, and documents (with your permission) to build a personalized outline for moving from where you are to where you want to be.
Includes:
• Gaps and opportunities in your current plan
• Tax, retirement, and exit strategy observations
• Coordination recommendations with your current advisors
Step 3: Engagement & Implementation
If you choose to engage, we formalize our working relationship and begin detailed planning and implementation—always at your pace, and in full coordination with your legal and financial team.