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<p>First, I get to know you! I learn about your goals, your discernment of God's direction for your life (and how that matches up with your current financial situation), and then we talk about whether or not I'd be a good fit for your needs.</p>
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<p>After we've determined we're a good fit, we get to work gathering financial documents.</p>
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<p>Based on those documents and our goals conversation, I get to work planning your financial roadmap - the structures and tools needed to implement God's plan for your life. This will give us a course of action to follow to get from where you are now to where you want to be financially.</p>
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<p>After creating your roadmap, we'll meet to make sure you are on board with the plan and offer you an opportunity to ask any questions. It's your opportunity to see what God's financial plan for your life looks like actualized and the steps necessary to get there.</p>
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<p>This is where the good stuff happens! We get to work on the plan as outlined, whether that be consolidating accounts, transferring assets, or opening new accounts - all with your morals in mind, of course.</p>
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<p>We all know God's plan for our lives can change suddenly. We'll meet regularly throughout the year to be sure we're still on track and make any adjustments as needed.</p>
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