Our Process We begin our client relationships with a confidential, no-obligation conversation to ascertain your current financial condition and learn about your future goals and challenges. Based on our initial conversation, we will determine what approach best meets your needs: Targeted Approach When: You have a specific area of need, such as life insurance or consolidating retirement accounts. Phase 1 (2 Meetings) Discovery Recommendation & Implementation Phase 2 Periodic review as needs change. Comprehensive Financial Planning When: You have multiple areas of need that are interrelated, complex and/or require ongoing advisory services. (Focused financial plans generally have an accelerated timeline.)Phase 1 (4 Meetings within 45-60 days)Discovery/Fact-Gathering (includes setup and training for online software access)Kickoff/Goal-Setting MeetingClarification MeetingPlan Delivery MeetingPhase 2Implementation MeetingQuarterly Reviews of ProgressOngoing Advice as neededPhase 3Annual Review For more information or to arrange an initial conversation, please contact us at (312) 880-7798 or by email at firstname.lastname@example.org.