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. 

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.