Our approach

• Discovery,
  i. Gather information about your values, goals and finances
• Plan Development
  i. Develop a customized plan for you based off the discovery meeting
  ii. Decide on the course of action
• Plan Execution
  i. Execute the agreed upon plan
• 60-day Review
  i. Review the agreed upon plan once more and make sure the plan was fully executed.
• Faithful Watch
  i. Quarterly, semi-annual, annual meetings to review your plan.
  ii. Review, adjust, implement if needed.