Whether you reach out through our website, email or are referred by someone you trust, we’ll invite you to book a complimentary Discovery Call. This is a no-obligation opportunity to explore your needs and see if our approach is the right fit for you.

During this 30 minute conversation, we’ll get to know you—your current situation, goals, concerns, and what’s important to you. We’ll also share how we work and answer any questions you have, so you can make an informed decision about moving forward.

If there’s mutual alignment, we’ll follow up with a tailored proposal. This outlines the specific ways we can support you, the scope of work involved, and a clear, transparent fee. You’ll have time to review this and decide whether you’d like to proceed.

Once you’re ready to move ahead, we’ll guide you through our onboarding process. This includes signing a simple engagement agreement, gathering the necessary documents, and asking the right questions to build a full picture of your financial landscape.

We’ll carry out a detailed review of your financial position and develop a bespoke strategy aligned with your goals, values, and priorities. We’ll then present our recommendations in a collaborative session, giving you the clarity and confidence to take action.

Depending on your needs, you may choose to continue with our ongoing support service. We’ll check in regularly, help you adjust your plan as life changes, and be a trusted sounding board whenever you need one—ensuring your strategy remains relevant, flexible, and aligned with what matters most.