1. Strategic Discovery Session

Once we're working together, we’ll dive deep into your financial psychology, priorities, and long-term vision. This isn't about numbers yet - it's about understanding what drives your financial decisions and what success means to you.

2. Analysis & Documentation Review

I’ll conduct a comprehensive analysis of your complete financial picture (all accounts, compensation structures, benefits, and existing strategies). Think of it as due diligence for your personal portfolio.

3. Strategic Alignment Meeting

We’ll define your financial objectives and ensure they align with your broader life and career goals. This will become the framework for all future recommendations.

4. Strategy Development

I’ll build your integrated financial strategy, connecting all the pieces you currently manage separately. You'll receive analysis that rivals what you'd expect from your team at work.

5. Strategy Presentation & Approval

I’ll present my findings, recommendations, and implementation roadmap. You’ll review, ask questions, and approve the approach, just like any other strategic initiative you oversee.

6. Ongoing Execution Support

Regular quarterly reviews, plan adjustments as your goals evolves, and on-demand support for time-sensitive decisions. The strategy stays current without constant effort from you.