Our Process

Our process – equal parts financial therapy and financial planning – eliminates the stress and anxiety surrounding college funding.

We don’t have silver bullets. We don’t offer magic formulas. We just act as your guide and provide you with a personalized plan that will show you exactly how to pay for all four years of college down to the penny.

We will help you approach financial and retirement planning in three simple steps:

Step 1: Get Organized. We’ve deployed the best systems and technology we could find, so getting your financial life together is easy.

Step 2: Get a Plan. A thoughtful financial plan means having day-to-day peace of mind and true confidence that lifetime goals, like retirement and college, will be funded as expected.

Step 3: Get Ahead. Financial planning is not a one-time event. It is an ever-evolving process that requires constant monitoring and adjusting along the way in order to ensure success.

Once we understand what is important to you, we will help you understand how to invest your dollars in a way that lines up with your goals and values.

We’ll accomplish this through a series of four meetings:

1st Meeting
  • Discuss your goals & values
  • Identify your opportunities & weaknesses
  • Explore working with our advisory practice
2 Weeks Later
  • Collect your Financial Inventory
  • Set up your Personal Financial Website
  • Assess your financial experience
2 Weeks Later
  • Establish measurable financial goals
  • Build your financial plan together
  • Finalize saving strategies
30 Days
  • Confirm plan action items
  • Review & track goal progress
  • Monitor & report on investments
  • Adjust plan as your situation evolves

Learn to Plan for College Like a Pro

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