Financial empowerment in 3 easy steps
We want to know all about your financial habits and goals! These insights allow us to develop a personalized plan based on your needs.
Book a complimentary assessment
Meet & Greet
What happens
We want to know all about your financial habits and goals! These insights allow us to develop a personalized plan based on your needs. We take an holistic approach to incorporate the "big picture" factors in your life that impact your wealth.
How long it takes
Your first meeting
What you leave with
This first meeting is a complimentary and safe space for you to share your financial details. Go ahead and let us know all your goals, your concerns, and any questions you may have, so we can build a fruitful relationship together.
What it costs
Complimentary
Solutions Meeting
What happens
After learning about your goals, we craft a personalized financial plan with clear recommendations, timelines, and strategies. Each step is designed to align with your objectives and move you closer to your long-term financial vision.
How long it takes
Once your personalized plan is ready
What you leave with
Once finalized, we implement the plan often working with your accountant, banker, or lawyer to ensure every part of your financial life works together for the best results.
What it costs
Discussed with your advisor before implementation.
Wealth And Maintenance
What happens
Are you buying a new home, welcoming a baby, or celebrating a promotion? As your life evolves, your financial plan should evolve with it. We'll stay in touch and make timely adjustments to ensure your strategy continues to align with your changing priorities and life goals. In addition to our regular semi-annual meetings, we'll actively monitor your progress and keep you on track, so your plan always supports the life you're building.
How long it takes
Regular semi-annual meetings
What you leave with
We’ll actively monitor your progress and keep you on track, so your plan always supports the life you’re building.
What it costs
Discussed with your advisor before implementation.
What if I decide it's not for me?
We would rather hear an honest no than have a client who stayed out of politeness. The first meeting is a complimentary and safe space to share your goals, concerns, and questions.
Questions about the process
Is the first meeting complimentary?
Yes, genuinely. The Meet and Greet is complimentary and carries no obligation. It is a working conversation about your finances, not a sales pitch, and you can take what you learned without choosing to work with us.
How long does the whole process take?
We take the time to learn about your goals, then craft a personalized financial plan with clear recommendations, timelines, and strategies. Once finalized, we implement the plan and stay in touch through regular semi-annual meetings.
Do I need to prepare anything before the first meeting?
Nothing formal. It helps to know roughly what you earn, what you owe and what you own, but you do not need to gather paperwork. If we move to a Solutions Meeting we will tell you exactly which documents to bring.
What if my situation is too simple or too complicated?
Neither is a problem. Simple situations need the same good habits set up early, and complicated ones are exactly where a written plan earns its keep. If your situation needs a specialist we do not have, we will say so in the first meeting and point you to one.
Your next chapter starts here
Step one takes 20 minutes and costs nothing
Book a complimentary Meet and Greet and leave knowing which decisions matter most for you.
Complimentary 20-minute call · No obligation
“Ken and his team are knowledgeable, responsive, and easy to partner with.”