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My Process

Here’s Exactly What Working
With Me Looks Like

No surprises, no hidden steps. From our first conversation to your ongoing plan, here’s how it works.

Step 1 — Get to know eachother • 60-90 Minutes

Discovery Call

A relaxed, no-pressure conversation. I’ll ask about your financial situation, goals, and what’s on your mind. You’ll ask me whatever you want. By the end, we’ll both know if this is a good fit.

What to expect: We’ll cover your income, high-level financial picture, what’s working, what’s not, and what you want to accomplish. No sales pitch.
Step 2 — Week 1

Onboarding

If we decide to work together, I’ll send you a secure onboarding package. You’ll connect your accounts, upload relevant documents, and complete a detailed questionnaire.

What I’ll need: Tax returns, pay stubs, investment statements, insurance policies, benefits enrollment info, and any other relevant financial documents.
Step 3 — Week 2

Deep Discovery Meeting

A thorough, in-depth meeting (90–120 minutes depending on complexity) where we walk through everything together. I’ll ask questions. You’ll share context that documents can’t capture. This is where the real planning starts.

Step 4 — Weeks 2–3

Plan Build

I build your comprehensive financial plan. Cash flow analysis, investment recommendations, tax projections, retirement modeling, insurance review, and a prioritized action plan. Everything customized.

Behind the scenes: I’m modeling scenarios, running tax projections, analyzing your portfolio, and building a strategy that coordinates everything together.
Step 5 — Week 4

Plan Presentation

We meet to walk through your full plan together (90–120 minutes). I explain every recommendation, the reasoning behind it, and the expected impact.

This is the “why” meeting: I don’t just tell you what to do. I make sure you understand the strategy so you feel confident in every decision.
Step 6 — Weeks 5–8

Implementation

We execute the plan together. Account transfers, beneficiary updates, Roth conversions, insurance changes, retirement contribution adjustments — I handle the heavy lifting and guide you through anything that requires your action. This is also the phase where I hold you accountable, because life happens. I'm here to keep you on track.

Step 7 — Ongoing

Ongoing

Regular meetings throughout the year (3–6 per year depending on your tier), proactive tax planning, portfolio monitoring, and a standing invitation to reach out whenever something comes up. Life changes. Your plan changes with it.

What “ongoing” means: Tax forecasting, year-end optimization, mid-year check-ins, benefits enrollment guidance, and proactive outreach when opportunities or risks arise.

Ready to Start?

The first step is a discovery call. No commitment, no pressure. Just a conversation.

Book Your Discovery Call →