Subpage: The Process of Working Together

Visual layout from slide deck

Discovery Meeting – Understanding your goals, values, and current picture.

1. Data Gathering & Analysis – Building your financial baseline.

2. Plan Presentation – Reviewing your tailored recommendations.

3. Implementation – Putting your plan into motion.

4. Ongoing Partnership – Regular reviews and adjustments.
   CTA: “Ready to start your own process?” → Booking link.