First, we schedule a Discovery Call, where we discuss your goals, your current situation, and your desired future.

Second, we schedule a Fact Finding Call, this is so we can explore your needs and preferences so I can run some scenarios and illustrations, and craft recommendations for you.

Third, we schedule a Recommendation Call, where I present you with some illustrations and explain how they can help you achieve your objectives.

Don’t worry, I’m not trying to sell you anything. I’m just sharing my knowledge and giving you options. You get to choose what works best for you.

Fourth, we schedule our Final Call, where we initiate the process of implementing the solutions you selected.

And that’s not the end. I will be available to answer any questions you have at any point of the process, before or after. If I discover something that can benefit you, I will inform you. And we will have an annual review to ensure you are on track. You are not just someone. You are a partner. We are in this together.