Roadmap as a planning process metaphor

Planning Process

Your journey to financial independence begins with a plan

Initial "FIT" meeting

  • Discover your "Why"
  • Identify priorities and goals
  • Cost estimate

Client Website Setup

Clarify Goals and Analyze Resources

  • Review risk tolerance
  • Review plan assumptions
  • Capture short/long term goals and priorities

Financial Plan Presentation

  • Provide recommendations based on our analysis of your financial picture
  • Financial strategy education and individualized solutions


  • Account(s) setup
  • Cover any blind-spots
  • Collaboration with third party professionals (CPA, Estate Attorney, etc.)

Ongoing Services

  • Annual financial plan updates and maintenance
  • Proactive financial review of changes in your life and business
  • Thinking partner as needed