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What to Expect

At our first meeting, we'll explain what we do, learn about you and how we can help you.

As a new client, we’ll be asking you to provide a lot of financial and personal information. We know that gathering all of this information can be a big task, so our team and technology work with you to make the process convenient and confidential.

Once we have our arms around your financial situation — and understand your goals and dreams — we draft your financial plan. 

We’ll meet a couple of times to review, revise and confirm your plan. Then we’ll put your plan into action and meet with you regularly to monitor your progress and update your plan as required.