Our process begins by getting to know you and your goals. We’ll set up an initial consultation and understand where you are now and where you’d like to be. Then we begin creating a plan to help you get there.
We do this in one of two ways:
As a Financial NEUTRAL – helping couples find an agreement that meets both of their needs.
As your Financial ADVOCATE – As your advocate, we only work for you, looking out for your best interests. We want to make the complicated easy to understand, so that you feel confident about every decision you make.