Trust and empowerment every step of the way.

The comprehensive care model is a collaborative approach that helps bring order to your financial life and creates a space where you can get excited about and take action towards the life you want.  We work together to anticipate your life changes and financially prepare for them by regularly assessing any transitions that might come and creating the action plan necessary to address and manage them ahead of time.

During the first year, we usually meet between six to eight times and then quarterly or semi-annually following, depending on what’s going on in your business and life.  The meetings last an hour to an hour and a half, and the first three typically happen within two to three weeks of each other.  However, we adjust to whatever pace suits you.

This service also includes:

The following is an overview of what you’ll experience.