Very little "data gathering" will be done. You just show up as you are and we will spend time getting to know each other. Ultimately, you are trying to decide if we are a good fit for each other.
Some new clients have different needs, but most will meet with us five times, spanning anywhere from 3 to 12 months.
Our plan is to gather everything over time, so as not to feel overwhelmed. When we meet, we will likely talk more about the quality and purpose of life than the numbers.
The objective is to fit our finances around life, not the other way around.
Most of our clients become family and continue on with us. In the future, we will meet twice a year and communicate as often as you need.
Join our mailing list and get news and info to support your financial goals.