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Rinse & Repeat Now we execute the plan and continue to review and evaluate our progress as we go until the goal is reached. https://images.squarespace-cdn.com/content/v1/5e2f549db7c10729bdd69a56/1588976599869-FZKSFVQLY45W3MM9Z633/cafe-coffee-dessert-casual-meeting-leisure-concept-P74U26P.jpg Our Process - 1. Let’s Talk First and most important, let’s talk about why you’re interested in speaking with a Financial Planner. This can be as formal or informal as you like, in person, over the phone or virtually. In our experience the more comfortable you are the easier it will be for you to open up and let us know what’s most important to you. https://images.squarespace-cdn.com/content/v1/5e2f549db7c10729bdd69a56/1588977178985-IUSOEKV208NVSXHFV7MW/working-on-documents-P68Z3M9.jpg Our Process - 2. 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