Feel confident about your money with a complete overview of your financial situation
Reduce overwhelm by understanding exactly where you’re at in your journey
Reduce financial anxiety with a high-level plan for the future
Our clients are busy. So we come in and take the work off their plates.
Our clients are working professionals who want to make sure they’re stretching their dollars as far as possible.
Most of our clients are looking for someone who will care about their finances as much as they do. So we worry about their money for them.
This is a laid-back 30-minute intro call where we get to know each other. You don’t need to have anything prepared for this call. Just bring yourself and a good attitude.
If you decide to move forward with your 1-Page Financial Fortress Blueprint™, we will take a holistic look at your current financial situation. Then, we’ll distill our analysis into your customized 1-Page Financial Fortress Blueprint™
After completing your Blueprint, we’ll hold a 1-hour call where we review your current financial situation — using plain language, so you can understand exactly what’s going on in your financial castle.
After we walk through your blueprint, we’ll give you some time to decide if you want to work with us.
We only want to work with people who are excited to work with us — so we’ll never pressure you into anything you’re not 100% on-board with.
If you decide it’s a good fit, let us know. And we can begin the process of bringing you on as a client.
But if you decide it’s not a good fit, that’s okay too!