“What matters most to you?.”

We start with a Zoom or phone meeting to learn about each other. In our conversation we explore your values, goals, priorities and the type of future you want to build. Together we’ll connect to determine if we want to take the next steps together.

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Why it matters: Freedom to explore your options on your terms. Questions answered, concerns addressed, philosophy understood.

“See the full picture clearly.”

We'll take a close look at your current financial life. Using visual tools we’ll help clarify your priorities and show you exactly where you stand today and what opportunities exist.

The result: Immediate insight and a clear direction.

Why it matters: Clarity is the foundation of confident decisions.

"Your Personalized Financial Roadmap"

We'll deliver a clear, actionable proposal that transforms our conversation into your tangible financial plan. This is a unique roadmap built around your life, values, and goals.

You'll see:

Proposed services, next steps and their estimated impact.

Why it matters: This step turns your vision into a plan, giving you clarity and a path to follow.

"Your plan comes to life."

This is where we begin to build your future, together. Our onboarding process is designed to be seamless, giving you immediate access to your own personal financial dashboard.

You get:

Full onboarding and a personal financial website.

Wealthspan Blueprint™, a detailed map of your personalized financial plan.

Why it matters: Action transforms ideas into results. Start feeling in control of your financial journey from day one.

"Staying on track, together."

After we implement your plan, you'll join the Longevity Circle™. This is our ongoing wealth management service. We continuously review your progress and revise your strategy as life changes, ensuring your plan always stays aligned with your goals.

You'll receive:

Regular check-ins, mid-year reviews with ongoing guidance and support.

Why it matters: Your financial journey is a continuous process. We're here to ensure your strategy remains strong and relevant.