How We Do It

In many ways, our planning process is like getting a rocket off the ground. It is going to use the majority of its fuel just to get off the ground, but once it's in motion, it requires much less effort to keep it going. Our process is similar in that the bulk of our work is going to occur within the first 2-3 months (referred to as Phase 1).

Hooray! Your “rocket” is off the ground- now kick it in cruise control and enjoy the journey!

At this point you should have clarified and prioritized your values and goals, gotten your financial house in order, and have a simple checklist of Action Items that need to be completed throughout the year.

Phase 2

While Phase 1 is about getting organized and set up, Phase 2 is about executing and monitoring. This ongoing, fluid process allows us to make small adjustments as your priorities and circumstances change over time.