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Third Appointment - Implementation & Monitoring

Our Appointment Process

Our Appointment Process

Our Third Appointment is designed to help you implement and monitor your plan. We will review your plan, help you understand your accounts and statements, and address items that may be pending. 

Below, we want and how to prepare prior to your Third Appointment. We want you to also be prepared for future reviews, so we will discuss future appointments as well. Always feel free to reach out if you have any questions. 


Our Core Values

Our Core Values

Accountability - We will help you follow through on financial commitments, by working with you to prioritize your goals, and show you the steps you need to take.

Proactivity - We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time. We will regularly review progress towards achieving them. 

How To Prepare

The third appointment is an opportunity for you to learn how the plan in implemented and how to monitor your plan. To prepare for this appointment, we will provide you with an agenda, more information about the tools that will help you and additional resources. You should be prepared for approximately 1 hour, depending on how many questions you may have, this meeting may go longer. Either way, we want you to understand how much we care. 

Below are items that can help you prepare for the third appointment. 

If you have questions, please feel free to contact us. If you have not done so yet, please schedule your third appointment. We offer appointments in-person or via Zoom. We look forward to meeting with you soon.


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