1
Develop a Relationship
First, we listen. Everyone we meet with is unique, and everyone has something on their mind – goals, concerns, or specific problems. After our first conversation, we have a better idea of your needs and how we can best serve you.
2
Establish Goals
Once we understand where you are, we can talk where you want to be. We will discuss short-term goals as well as long-term goals and how those may change over time.
3
Create a Plan Together
Now that we know your situation and what your goals are, it’s time to formulate a strategy to move forward. Most importantly, we know this plan will change over time, and we will help you implement it even as it is constantly evolving.
