Our Process

We have reverse engineered the process to help families like yours. We’ll start by figuring out how to pay for college without robbing your retirement, and support your plan with a smart investment strategy.

Our process – equal parts financial therapy and financial planning – eliminates the stress and anxiety surrounding college funding.

We don’t have silver bullets. We don’t offer magic formulas. We just act as your guide and provide you with a personalized plan that will show you exactly how to pay for all four years of college down to the penny.

We will help you approach financial and retirement planning in three simple steps:

Step 1: Get Organized. We’ve deployed the best systems and technology we could find, so getting your financial life together is easy.

Step 2: Get a Plan. A thoughtful financial plan means having day-to-day peace of mind and true confidence that lifetime goals, like retirement and college, will be funded as expected.

Step 3: Get Ahead. Financial planning is not a one-time event. It is an ever-evolving process that requires constant monitoring and adjusting along the way in order to ensure success.

Money is just a tool to help you live the life you want. Our process brings meaning to your money.

Once we understand what is important to you, we will help you understand how to invest your dollars in a way that lines up with your goals and values.

We’ll accomplish this through a series of four meetings:

1st Meeting
GET ACQUAINTED
MEETING
  • Discuss your goals & values
  • Identify your opportunities & weaknesses
  • Explore working with our advisory practice
2 Weeks Later
GET ORGANIZED
MEETING
  • Collect your Financial Inventory
  • Set up your Personal Financial Website
  • Assess your financial experience
2 Weeks Later
GET A PLAN
MEETING
  • Establish measurable financial goals
  • Build your financial plan together
  • Finalize saving strategies
30 Days
GET AHEAD
MEETING
  • Confirm plan action items
  • Review & track goal progress
  • Monitor & report on investments
  • Adjust plan as your situation evolves

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Smart Money Moves for the College-Bound!

Join our free webinar where you will learn how to make the most of financial aid, which colleges you can get into, and more!
September 26 at 7pm
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