First of all, it’s about getting to know you. What do you care about? Who do you love? What you want your future to look like?
We want this conversation to be casual, natural, not at all stressful, and hopefully even fun.
We take our work very seriously, but we don’t take ourselves overly seriously. There’s usually room for a few good laughs in every meeting.
Once we start getting a picture of want you are looking to accomplish, we will take a look at where you currently stand and what you have done to make progress towards that future you desire.
We’ll crunch some numbers (we love our calculators and a good spreadsheet) and provide you with our analysis and customized recommendations.
If we believe we can help you, and you believe we can help you, then we can partner together with mutual trust & respect at the centerpiece of the working relationship.
The work does not end there, in fact, we are just getting started.
Through an ongoing monitoring process and frequent communication, we stay on top of what is going on in your world and adjust the plan based on changes in your life. The plans we build are always flexible and adaptive.
