How We Work With Clients
Our process isn't revolutionary. It's just thorough and honest. Most people who come to us have tried managing things on their own or worked with someone who didn't really listen.
First Conversation
No pressure, no sales pitch. We spend about an hour understanding where you are and what's keeping you up at night financially.
Analysis Phase
We dig into your situation properly. This takes time because shortcuts lead to bad advice. Usually about two weeks.
Clear Recommendations
We present options with pros and cons for each. You decide what fits your life. We're advisors, not decision-makers.
Ongoing Support
Check-ins every quarter, or whenever you need us. Life changes, plans adjust. That's normal.