Initial meetings - we need to know your current situation and the path you are on.  Also, make sure we are a good fit for each other in order have a productive and successful relationship.

Follow-up meetings - together we will work on creating a few potential plans to help you and your family optimize your financial situation.  No plan is set in stone, things change, and each plan needs to be flexible and reviewed regularly. 

Communication is the key - we will establish a preferred cadence on how, when, and why we communicate with you. Also, we must hold each other accountable for taking the agreed upon actions. 

Life has a way of throwing curveballs and putting speed bumps in the road.  Whenever something unexpected occurs, for better or worse, we will make necessary adjustments as needed.