01 — Quick Audit

During our completely free Quick Audit conversation, we spend 20 minutes on the phone or over a video call with you, getting to know you and your big financial goals and concerns.

02 — Financial Foundations Analysis

Get a full picture of where you are financially with our comprehensive financial review and analysis. With this clarity, we can identify areas where you might have an opportunity for change.

03 — Fiscal Fortitude Coaching

This is where the real work begins! Using the Foundations Analysis as a launchpad, we chart a path from where you are today to where you want to be. We walk alongside you in an intensive 90-day coaching program as you take aim at your goals by helping you to create specific action plans, offering encouragement, and maintaining accountability.

04 — Sustain Success

Mastering your money is a lifelong journey. Let us help you stay on track with your plan and make meaningful adjustments when life inevitably happens.