We start with the core of who you are. This is more than just numbers—we focus on what makes you, you. Together, we’ll uncover your goals, values, and vision for your life.
We ask questions like:
What brings you joy?
What would financial freedom look like for you?
What do you value most?
What milestones do you want to achieve?
What’s your current financial picture?
These conversations help us craft a financial strategy that’s not just about money, but about building a life that feels true to you.
1 | Where Do You Want To Go?
Now we get into the details. We’ll look at your full financial picture—what you earn, spend, own, and owe. By analyzing your cash flow, accounts, and habits, we’ll get a clear understanding of your financial health. We use tools like RightCapital or the Elements app so you can easily see and manage everything in one secure, visual platform.
2 | Analyze
This is where the magic happens. After understanding you and analyzing your current financial state, we’ll create a personalized strategy together. This plan is designed to set you up for the future you envision. With the help of apps, we’ll keep tasks and goals on track so you always know what’s next.
3 | Strategy
Time to put the plan into action. We’ll help set up your investment accounts, create budgets, and give you access to our suite of tools. This is where your journey truly begins, and we’ll be right by your side as you take those first steps.
4 | Implementation
We’re here for the long haul. With consistent feedback, regular monitoring, and open communication, you’ll never feel alone in managing your financial journey. We offer unlimited messaging through our app so you can reach out whenever you need advice or just a quick check-in.
5 | Ongoing Coaching & Support
Our Wealth Being Process
Implementation of Intentional Habits for Your Financial Future
The Client Onboarding Experience
Our Process
What is it:
This is the Wealth Being process. We get a clear understand of where you are, where you want to go, and create a custom strategy to bridge the gap. We will help implement, be your accountability partner, and be someone who is there to just talk to... for whatever reason.
Who it's for:
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You’re earning $200k+
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You know your financial life matters—but don’t have the time or interest to manage it yourself
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You value delegation, accountability, and someone to talk things through with ongoing
We work together to help you make smart decisions now—while still growing your wealth for what’s ahead. No generic templates. Just thoughtful strategy, real support, and a system that fits your life.
1 | Let's Talk
We’ll talk about what’s on your mind—goals, stress points, and what you want your money to do for you. No pressure, no pitch.
2 | Wealth Assessment
We'll assess your entire financial picture, help you get clarity and discuss high level strategies to optimize your finances. We'll walk away knowing if it makes sense to continue work together and next steps.
3 | Getting Organized
We’ll centralize and gather all your financial details—assets, debt, income, accounts, benefits, and more—so we can give specific advice and you can finally see everything in one place.
4 | Wealth Implementation
We'll collaborate on action steps, get clear on what to do, and implement. I will be helping every step of the way.
5 | Live Wealthy
With ongoing support, regular check-ins, and access when you need it, you’ll feel confident with your finances optimized—and free up your mind to focus on what you need to.
Cash Flow & Budgeting
Assets & Debt Review
Money Mindset
Goals Setting
Investing
Retirement & Projections
Tax Planning
Insurance Review
Estate Planning
What is included
Plus
Equity Compensation
Education Funding
Student Loan + Debt Repayment
Business Planning or Career Shifts
Ongoing Check-ins
Anytime Access
Comprehensive Financial Planning
Creates a highly personalized & comprehensive strategy
No asset minimums
Ongoing tax-aware planning
Fee-only and always a fiduciary
Certified Financial Planner (CFP®) professional
Regular Meetings & access
Client portal & cutting edge tech
Wealth Being
General Planning
$1m+ asset minimums
No Tax Planning
Not always a fiduciary and paid by fees
Not always a Certified Financial Planner (CFP®) professional
Minimal contact & support
Old technology
Typical Advisor
Pricing
We charge $300/month for on-going support.
If you have assets over $300,000 that we are managing,
then we charge a 1% fee on those assets, and waive the on-going monthly fee.