Our Process

While the destination and journey may be unique to each individual, the process for arriving safely is based on a common framework developed through experience and best practices developed over years of guiding numerous others along the way.  The combination helps to ensure we have all the tools and techniques needed to assist our clients however we meet them and then we can accurately track our progress and celebrate wins as a team.

The basic framework looks like this. While displayed in a linear manner below, the process is cyclical with every stop at the last milestone becoming an invitation to review and refresh the plan, and follow carefully the process to ensure nothing is left amiss. We’ll work together to continually improve your ourtomes and we will remain vigilant to ensure you get what you need to reach your goals, not only now, but for years to come. As long as it takes, we’ll be with you every step of the way to celebrate milestones and successes, but also to refocus your efforts as life changes.

Generating a plan that allows our clients to visualize their own futures is nice, but the work is far from over at that point. Unlike financial professionals that only want to sell you products or have limited tools to help you achieve your goals, we’re happy to walk with you in implementing our recommendations, but more importantly to make sure that the selected strategies and techniques are actually working. Over the course of the year, we’ll be in touch regularly. You can expect to hear from us on a variety of topics throughout the year. Combining a variety of in-person and virtual meetings and digital check-ins, reminders, and e-mails, you’ll have access to us and our resources and can feel confident that you’re on track whenever you need encouragement.