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Surfing in Australia


Simplifying Your Complex Financial Journey

What to Expect When Working With Us

You talk, we listen

This call is an opportunity for us to determine if we would be a good fit for you, and if you would be a good fit for us.


You will share your financial journey, your thoughts and values, where you are at today, and what you are looking for from us. We'll then let you know how we can help – share information about our firm - without any pressure or sales tactics.

If we both agree that we are a good fit,  we will give you an overview of our process. 

During the first few months, we will meet at least once monthly to ensure that the initial plan is implemented correctly.  Additionally, we will assess our progress at regular intervals to identify any areas that can be improved, thus ensuring that our partnership is successful.


After the first few months, based on your preferences, we will meet two to four times a year to review and make any changes to your financial life. We are always available by phone, email, or you can schedule a google meet meeting through our email and website. 


Meet In-Person
and/or Virtual 

1. Discovery Meeting - Focusing on your concerns, goals, and desires will allow us to understand your unique needs and objectives. We share and discuss our initial observations and can take care of any pressing needs.  

2. Get Organized Meeting - We will collect any necessary information while helping you sort through your financial lives and get organized. We will have added most, if not all of your information to RightCapital.  

3. Explore Possibilities Meeting - Analyzing and evaluating your current finan
cial status together using our financial planning software, RightCapital.

 4. Plan Delivery Meeting - Developing and presenting financial planning & investment strategies.  The goal is to commit to implementing the top  2 recommendations. As to not make it too overwhelming.

5. Ongoing Retirement Planning & Investment Management - We will implement the remaining financial planning recommendations together and meet quarterly to ensure that we are making progress.

Implement for Success

For a successful retirement, you need a plan and an ongoing process. You also need to implement the plan and stick to it.  After each meeting, we will send out an email with a summary and to do's for you and for us.  This way we will hold each other accountable.  If there is ever a concern or question, you can call us anytime, schedule an in-person or virtual meeting anytime using our online calendar. 

Enjoy Confidence, Clarity & Peace of Mind 

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