1 hour
We work virtually and begin the planning session by sending a link to our secure online portal.
Our 4- to 6-week process includes two 60-minute calls. The initial call is to review your information. The second call is a virtual meeting where we screen-share the analysis.
Our Financial Plan includes evaluating your income, spending, retirement savings, and other saving goals you identify. We also review your asset protection and identify gaps in estate planning.
Schedule your initial call.