Dream. Design. Do. Life Plan Review via Zoom:
We will discuss life event changes, investments, goals and answer client questions. Clients will be emailed an updated DDD financial plan after the strategy meeting.

Dream. Design. Do. Life Plan Review at your home:
We will discuss life event changes, investments, goals and answer client questions. Clients will be emailed an updated DDD financial plan after the strategy meeting.

Choose this option if you need to discuss a single topic or specific issue with a staff member.

Our Discovery Meeting is a no-pressure "get to know you" intro meeting. It's for both sides to determine if there is a good fit. Taking this extra time in the beginning ensures that we are both comfortable & confident before entering into a long-term working relationship.

We'll discuss what's important to you, your situation, and then we'll share our background, costs, process and answer all your questions.

If you don't see any availability that works for you, contact us at 337.602.6740.

Our Discovery Meeting is a no-pressure "get to know you" intro meeting. It's for both sides to determine if there is a good fit. Taking this extra time in the beginning ensures that we are both comfortable & confident before entering into a long-term working relationship.

We'll discuss what's important to you, your situation, and then we'll share our background, costs, process and answer all your questions.

If you don't see any availability that works for you, contact us at 337.602.6740.