Get Your Free Financial
Vitals Assessment™
Our 3-step process is designed to do more than just organize your finances — it’s built to help you make smarter decisions, reduce uncertainty, and create a life that aligns with what matters most to you.
Step #1 Clarity Session
The first 15 minutes of our conversation will focus on ensuring your financial needs align with our expertise. If we both agree there’s potential to work together, we’ll use the rest of our time to:
✅ Learn about your financial situation and key challenges
✅ Share more about our firm and how we work with clients
✅ Answer any questions you have about our process
Step #2 Share Essential Documents
After our Discovery Session, we’ll securely request a few documents to gain a complete understanding of your financial picture.
These essential documents, combined with what we learned in our conversation, will allow us to assess tax-saving opportunities, investment efficiencies, and wealth strategy alignment.
Step #3 Review Your Assessment
During this session, we will deliver the results of your Financial Vitals Assessment™ and provide a clear breakdown of your financial trajectory.
Our analysis will show you exactly where you stand today, what tax inefficiencies may be costing you, and the steps you can take to optimize your income, reduce taxes, and build financial independence.
Think About It!
If you'd like to partner with us, we'll help you get started whenever you're ready to engage in our planning process. We'll send a Welcome Email and a team member will help you with our onboarding process.
We’re focused on building long-term relationships—not quick transactions. That said, if you decide we’re not the right fit, we will be happy to help you find another professional with the right expertise.
There is no pressure, no hard sell—just clarity and the space to make the best decision for your future.