Our process is designed to help automate the management of your financial priorities. Whether its a deep dive or check-in meeting, we want to keep the right priorities top of mind at the right time. It exceeds beyond reminders and creates actionable steps at every step of the journey.

First Quarter

Second Quarter


  • Budget & Cash Flow Planning
  • Goal Setting & Values Discussion


  • Unrealized/.realized gains reporting
  • Mortgage & debt consolidation review


  • IRA/Roth contributions check-in
  • Charitable planning & gifting strategies


  • Collaboration with accountant


  • Major purchase planning
  • Business Planning check-in


  • Annual risk review
  • Portfolio strategy check-in

Third Quarter


  • Estate planning strategy review
  • Collaboration with attorney


  • Education Planning strategy review
  • Family financial education & awareness


  • Employee benefits review
  • 401(k), 403(b), 457 plan analysis

Fourth Quarter


  • Life, Disability, and Long Term Care Insurance Strategy meeting
  • Open enrollment: Social Security & medicare planning


  • End of year tax planning


  • Portfolio review
  • Strategic planning meeting

Have a Question?

Thank you!