Our Process
Introductory Meeting
We want to learn more about you and your goals.
How did you start your company? What is your family like? What are your business and personal goals?
Discovery Meeting
In this step, the meeting is all about you.
What is your current situation? Are you on track to meet your goals? What’s most important to you?
Client Engagement
During this meeting, we will present our engagement proposal for how we will work together long-term.
Fact Review
We nail down the details to ensure every objective is accurately accounted for.
Recommendations
In this phase, we implement our recommendations to help you achieve your goals.
Quarterly Review Meetings
This is a long-term relationship – our goal is to provide a sounding board for any important decisions you make along the way.