OUR PROCESS

Let's begin.

1. ORGANIZE

Get your financial life in order and gain a shared understanding of what success looks like to you.

2. OPTIMIZE

Assess strengths and vulnerabilities, and develop a strategy to reach your long-term objectives.

3. EXECUTE

Consistently make smarter decisions and avoid pitfalls with our financial expertise and impartial opinion.

4. ENJOY

Rather than depend on chance or intuition, be confident as you march towards lasting wealth.

How do I begin?

1. INTRODUCTORY MEETING

30-minute call to make sure your situation matches our expertise.

2. PRELIMINARY ANALYSIS

We'll ask for a few basic documents for review and analysis. We'll then build a customized plan based on your financial information and response to our intake questions.

3. PRESENT THE PLAN

We meet for 1 hour to present your plan and explain clearly, what you need to do to reach your financial objectives. These recommendations provide direction toward building, growing, and preserving value in your business and personal finances.

4. DECISION TIME

Choosing the right accountant is a big decision. With your financial plan in hand, you'll decide whether to implement the plan yourself or work with us.

If you're comfortable with us and recognize we'll provide more value than the fees you'll pay, we'll proceed to onboard you as a client.

5. IMPLEMENT AND ENJOY

Onboarding is easy. We'll gather any additional information we might need and get to work implementing your plan together.