First Steps

Our journey begins with an informal conversation. Be it over a phone call or a virtual meeting, we take this opportunity to understand you better — your aspirations, your financial health, and your concerns. As a young healthcare professional, we know that you are juggling a demanding career and personal commitments. And we’re here to guide you in making informed decisions about your financial future.

First Virtual Meeting (Chief Complaint)

The goal of this meeting is to get clear on your goals, concerns, and unique financial situation. We are happy to hear your “Chief Complaint”!

Second Virtual Meeting (Diagnosis)

The goal of this meeting is to demonstrate how our firm can help with your concerns discussed in the first meeting. Think of this as our diagnosis and proposed intervention.

Third Virtual Meeting (Becoming a client)

The goal of this meeting is to answer any questions you might have, and if you are ready, start treatm…ahem…the paperwork to become a client.

Fee-only. Fiduciary. CFP® qualified.