top of page
Meeting Room

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.

Your time is valuable—and so is your peace of mind. This process respects both.

bottom of page