4 Simple Steps

Financial Foundation Review

1. Book a free introductory call

   • Start with a short 15–20 minute call to discuss your goals, current situation, and what you’re looking for. This is also where we make sure the service is the right fit before moving forward.

2. Complete our Financial intake questionnaire

   • If you decide to continue, you’ll complete a simple intake questionnaire so we can understand your full financial picture.

     This includes things like:

     • income and monthly savings

     • current accounts (401k, Roth IRA, brokerage, etc.)

     • debt and liabilities

     • short and long-term goals

     This step ensures your plan is built specifically around you.

3. Strategy Session + Personalized Plan

   • We meet in person, over Zoom, or by phone for a full strategy session where we review everything together and build a long-term roadmap.

     During this meeting we cover:

     • investment strategy and recommended allocation

     • retirement account optimization

     • savings and contribution targets

     • debt strategy (if applicable)

     • clear next steps

4. Optional Ongoing Support

   • For clients who want continued guidance, we offer optional support memberships that include review meetings and plan updates as life changes over time.

     Whether it’s a new job, a growing family, or major income changes, we help ensure your strategy stays aligned with your goals.