1. Connect
Get to know you, establish a fee to work together, are we a good fit?
2. Design
Create a plan designed to achieve what’s important in your life, can we add value?
3. Implement
Act on the recommendations reviewed in your plan.
4. Organize
Collect all your paperwork, organize in a binder or electronically.
5. Review
Regular reviews and monitoring of your plan to adjust for life changes.