We start with the core of who you are. This is more than just numbers—we focus on what makes you, you. Together, we’ll uncover your goals, values, and vision for your life.
We ask questions like:
What brings you joy?
What would financial freedom look like for you?
What do you value most?
What milestones do you want to achieve?
What’s your current financial picture?
These conversations help us craft a financial strategy that’s not just about money, but about building a life that feels true to you.
1 | Where Do You Want To Go?
Now we get into the details. We’ll look at your full financial picture—what you earn, spend, own, and owe. By analyzing your cash flow, accounts, and habits, we’ll get a clear understanding of your financial health. We use tools like RightCapital or the Elements app so you can easily see and manage everything in one secure, visual platform.
2 | Analyze
This is where the magic happens. After understanding you and analyzing your current financial state, we’ll create a personalized strategy together. This plan is designed to set you up for the future you envision. With the help of apps, we’ll keep tasks and goals on track so you always know what’s next.
3 | Strategy
Time to put the plan into action. We’ll help set up your investment accounts, create budgets, and give you access to our suite of tools. This is where your journey truly begins, and we’ll be right by your side as you take those first steps.
4 | Implementation
We’re here for the long haul. With consistent feedback, regular monitoring, and open communication, you’ll never feel alone in managing your financial journey. We offer unlimited messaging through our app so you can reach out whenever you need advice or just a quick check-in.
5 | Ongoing Coaching & Support
Our Wealth Being Process
Implementation of Intentional Habits for Your Financial Future
1 | Introductory Call (Start)
Chat about your goals and priorities
Share how we help clients like you
Discuss costs and how we work together
Let's get to know each other and see if we're a good fit.
2 | Wealth Assessment
Get clarity on where you are and where you want to go.
Review your finances and identify opportunities.
Outline next steps to help you feel confident about your money.
A Deep dive into your financial picture and what's next.
3 | Wealth Implementation
Organize your financial life so it’s simple and streamlined.
Set clear goals and strategies tailored to you.
Put your plan into motion (like creating a budget, starting investments, or managing debt).
Turning your plan into action.
4 | On-Going Wealth Building
Review your progress and refine your goals.
Answer your questions as life changes.
Help you navigate challenges, like unexpected expenses or new opportunities.
Grow wealthy in all areas of your life
Our Wealth Being Process
Implementation of Intentional Habits for Your Financial Future
Goal Setting & Coaching
Gain clarity on your goals, values, and intentions.
1
Cash Flow and Debt Management
Budgeting, managing income and expenses, and optimizing debt strategies.
2
Investment
Planning
Creating personalized investment strategies.
3
Tax and Estate
Planning
Minimizing tax liabilities and structuring assets for efficient transfer.
4
Risk
Management
Identifying and mitigating potential financial risks.
5
Personal Financial Website
View all of your finances in one area. Communicate with me anytime here.
6
Services
Some, but not all of our services we provide.
"Your finances touch every part of your life. And just like your physical and mental health, your financial health needs care and attention. Why not look at them all together?"