Our Process
Process, not sales pitch. It’s important to have a refined process with enough flexibility to be highly unique for each client, without missing something.
Getting to Know You
The first meeting tells us a little bit about you.
- Free initial meeting
- Meet your personal CFO
- Receive education on our financial principles
Getting to Know You
The first meeting tells us a little bit about you.
- Free initial meeting
- Meet your personal CFO
- Receive education on our financial principles
Offline Planning and Strategy
During this time, our team will develop a strategy tailor-made for you.
- Your personal CFO conducts this step on their own
- Your financial world is modeled on a spreadsheet
- Any ideas are tested within the spreadsheet
- Final recommendations are made
- Typically takes 1 week
Offline Planning and Strategy
During this time, our team will develop a strategy tailor-made for you.
- Your personal CFO conducts this step on their own
- Your financial world is modeled on a spreadsheet
- Any ideas are tested within the spreadsheet
- Final recommendations are made
- Typically takes 1 week
Recommendations and Implementation
- The financial plan is explained to you
- Logic behind recommendations is demonstrated
- Ask any questions or bring up any concerns with the plan
- Decide what part(s) of the plan to take action on
Recommendations and Implementation
- The financial plan is explained to you
- Logic behind recommendations is demonstrated
- Ask any questions or bring up any concerns with the plan
- Decide what part(s) of the plan to take action on