Process and Pricing

It’s hard to figure out where to go without knowing where you are. First we survey the situation: your lifestyle, your priorities, things you care about and things you don’t. What’s most important to you? What’s on your “I’d rather be __________” bumper sticker?

Your vision is starting to come into focus. Now it’s time to get your s*** together. Harnessing resources is about taking control of your finances – income, expenses, savings, investments, debt, insurance – all of it.

What would you be doing if you didn’t have to trade time for money? At this stage we’re going to dig deep and hold nothing back. What do you really want your life to be about? The point here is not to imagine being the richest person on earth, but rather to find your why. This becomes the center of your financial universe – your financial purpose.

Now it’s time to roll up our sleeves. We’ll focus your finances; you focus your time and energy. Having determined where you are today, what resources you have at hand, and the life you want to build, it’s time to take action. From here on out, each step is designed to move you closer to living your best life.

The only constant in life is change. No sooner do we step toward your best life, than the situation changes and evolves. Promotions and layoffs, home purchases and sales, surprise windfalls and expenses – to say nothing of the markets themselves. As the facts continually change, so too does your position within the landscape. Our Course Check Calendar is designed to tally the results and tune up your plan – keeping you on track for the long haul.