What to expect from our advice experience

We begin with a gentle, no-strings conversation. This is a chance for us to meet, understand what’s on your mind, and see if financial advice feels like the right next step for you.

Phase 1

Getting to know us and you

We begin with a gentle, no-strings conversation. This is a chance for us to meet, understand what’s on your mind, and see if financial advice feels like the right next step for you.

What this involves

  • 20-minute discovery call — explore what support could look like

  • A short pre-survey — so we can make the most of our time together

Phase 2

Getting to know us and you

Before offering any advice, we take the time to understand your values, goals, and financial situation in detail. This ensures everything we recommend is built around what matters most to you.

What this involves

  • A 60-minute goals and values session

  • Gathering key financial information — we’ll guide you through it

  • Signing a Letter of Engagement — only when you’re ready

Phase 3

Tailored plan unique to you

Here’s where we design a tailored plan that reflects your values, supports your life goals, and helps your money work with purpose. Every recommendation is clear, intentional, and free of jargon.

What this involves

  • A Strategy Session (60–90 mins) — exploring your options and next steps

  • A Statement of Advice (SOA) meeting — a formal plan that aligns your money with your values

  • A clear, written summary — helping you move forward with confidence

Phase 4

Full implementation

Many clients choose to stay connected after the initial advice is delivered. We're here for the long-term — offering thoughtful guidance, regular check-ins, and space to adapt as your life evolves.

What this involves

  • Full implementation of strategic recommendations

  • Portfolio monitoring

  • Regular reviews and ongoing strategic advice — helping you stay on track

What to expect

  • Advice that deeply cares for your life

    We don’t just offer advice – we listen, understand, and guide with genuine care for your unique story and needs. 

  • Intentional, tailored support

    Every recommendation is thoughtfully made, grounded in what matters most to you – never off the shelf. 

  • Built around your life rhythms

    We know life gets full, and it isn’t linear. That’s why we’ve designed our process to flow with your pace, not disrupt it. 

  • Always within reach

    We set up a shared channel so you can reach us anytime – expect thoughtful replies within 24 hours. 

  • Plain language, always

    Financial advice shouldn’t feel like a puzzle. We’re intentional about making every step clear, simple, and jargon-free.