To kick off our partnership with new clients, we embark on a three-month journey of comprehensive planning. This thorough process is designed to address all aspects of your financial well-being.

When you’re ready to begin this exciting journey, you’ll receive a formal engagement letter. At that point, half of the total fee is due, marking the start of our collaboration. The remaining balance is payable upon delivery of your personalized financial plan—designed to give you clarity and confidence in your financial future.

After the initial comprehensive plan, our commitment to your financial success can be continued through ongoing financial planning and investment advice.

With this ongoing support, you can expect a comprehensive annual planning meeting to review your financial goals and strategies.

Additionally, we will conduct quarterly check-ins to ensure that your financial plan and investment portfolio remain aligned with your evolving needs and aspirations.