Our Process Discovery Meeting We get to know you and you, us. Financial Plan Meeting Discuss how your goals will be achieved and the aspects of investing we can control; Time, Cost, Behavior, and Risk. While discussing what we cannot control (uncertainty); Return Risk Management Meeting This is when we stress test your financial plan for any possible weaknesses Scheduled Review Meetings Review topics that could impact your future, the success of the current plan and recommend changes when needed. Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!