Our First Meeting


Our first meeting is usually a meet’n’greet session so we can hear about your situation, and you can find out more about our services and prices.

It is free and takes about an hour. You can click here to book a time online for us to talk.

If you choose to hire us then the second meeting is a “Get Organized” meeting. To develop your financial plan, we need to understand the details of your financial life.

However, we realize that like most people, your financial life probably isn’t in perfect order already. Statements end up buried in drawers and at the bottom of piles. Insurance policies are buried who-knows-where. Sometimes we even lose track of old accounts.

So at our second meeting, we’re going to work together to help you get organized. Please bring with you whatever financial information you can easily put your hands on. We have included suggestions at the end of this page. If you just want to bring in a box full of scattered papers (or even unopened envelopes!), that’s absolutely fine, we’ll work with you to sort through it.

If your accounts are mostly set up online, we’ll help you track those down too. By the end of the meeting, though, our goal is to help you Get Organized.

Then, together we’ll start you on your way to getting your financial information in good order, and set you up with a system to keep things organized in the future. And along the way, we’ll gather the details we need to take your financial plan to the next stage.

After that, you may be asked to find any additional financial documents for your follow-up meeting, usually about a week out. This will help us to make the best, customized suggestions for you.

The third meeting is normally where we will present a report to you with recommendations and set your course. We need to agree on how the recommendations will be carried out.

We may carry out the recommendations and handle the details or serve as your mentor, coordinating the process with you and other professionals, like attorneys or stockbrokers.

As you work toward your goals, we need to decide who monitors your progress so you stay on track. If we are in charge, we will check in from time to time, reviewing your situation and making any necessary adjustments to our recommendations.

Click here for a checklist of items you may need to prepare your financial plan.