A no more than 30 minute call where we get to know you and what you are looking for and you get to know us and our GamePlan process.  We try to emphasize the collaborative part of this process that it will take work on both ends to come up with a valuable GamePlan. At the end of the call, we will be able to make our proposal for your GamePlan.

Once hired, we collect all your information and have a further conversation on your goals and the scope of the GamePlan.  This part of the process usually takes 4 to 6 weeks.  We will often reach out to other advisors and professionals you work with to ensure we are getting a full and complete picture of your financial life.

The GamePlan will be a One Page summary of your “Personal Balance Sheet” and a 2 to 3 page summary of additional finding and recommendations based on your goals and our discussions.  If after the presentation of the GamePlan you decide to hire us for ongoing services, we will waive the remaining payment for the GamePlan.