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The Planning Process


Who We Do Our Best Work With:

Privately owned business owners.

You value expert advice to help with ongoing financial, tax, and investment decisions.

Working with a trusted fiduciary partner is important to you rather than going at it alone.



Step 1: 

Introductory Meeting

This is a complimentary phone call where we listen and both have the opportunity to ask questions and make sure your situation matches our expertise. 

Schedule A Call


Step 2:

Video Meeting

This is a video call where we continue to learn more about you and your particular situation as well as share our process in how we work with business owners. We review tangible examples of the planning process and by the end of the call we'll mutually clarify if our planning aligns with your needs. 


Step 3: 

Get Started

We review an engagement letter that details the topic areas specific to your planning needs, our particular responsibilities, and the transparent compensation arrangement.



Let's Have A Conversation.

Schedule A CALL