How To Get Started

3 Easy Steps To Start Working With Us

Step 1:
Good Fit Meeting

Complimentary Discussion

Let’s get to know each other. Our good fit meeting is designed to make sure we can help. No cost, no selling, no obligation. Just an honest conversation.

Step 2:
Proposal

Review Contract and Proposal

Once you give us the green light, we get to work. You will receive a proposal along with a client agreement to sign. Also, you can initiate your payments easily online.

Step 3:
Upload Data

Submit Your Financial Data

Now it gets personal. I need to know where your money is, how you are organized and the spreadsheets you track. You can securely upload your financial data online.

You are done

Now Our Homework Begins

We get to work. We start crunching the numbers, building your plan, and creating recommendations. It usually takes 7 - 10 business days to complete.