Discovery call
An initial conversation establishes goals, immediate concerns, timing, and whether the engagement is appropriate.
Process
The process is intentionally simple: understand the context, organize the facts, recommend priorities, and document what happens next.
Document intake
Relevant records are reviewed carefully so recommendations reflect actual numbers instead of estimates alone.
Analysis and framing
The most important issues are identified and grouped into short-term, medium-term, and strategic decisions.
Recommendation meeting
Findings are shared in plain language, with tradeoffs explained clearly and next steps prioritized.
Written summary
Clients receive concise documentation they can revisit and use during follow-up conversations.
Ongoing check-ins
When needed, the plan is revisited as income, business conditions, or family goals change over time.