First step
We hold an introductory video call. I learn more about you and what you're trying to accomplish when hiring a financial planner
Second Step
I offer a written proposal for a flat fee engagement, or an hourly 'not to exceed' scope of work when appropriate
Third Step
We agree to work together and start the onboarding
Fourth Step
We roll up our sleeves and get to work on your financial plan and (if scoped) your investment strategy
