How We Do It

  • Discovery

    What are your goals? How did you get here? We'll guide you through telling us about yourself.

  • Setup

    If it makes sense to proceed, we'll set up your accounts (including transfers and rollovers).

  • Baseline

    We'll present a baseline financial plan based on our Discovery, and work with you to refine the recommendations.

  • Progress

    We'll meet every three months to review the progress of your investments, and to update your targets in your plan. In the interim, we'll monitor your investments.