Our 5 Step Approach to Financial Freedom

To kick things off, we will jump on a 30 minute FREE video call. This meeting will focus on your unique goals and help validate comfort and trust.

This will be our first deep conversation to understand where you are, where you’d like to be, and your hopes and dreams for the future. This discussion will help to ensure a clear understanding of what is needed going forward.

If you haven't already taken advantage of the FREE Planning Tool, we will be reviewing this together and how to best set you up for success.

A draft plan will be developed ahead of this next 30-60 minute meeting where with the support of metrics we’ll discuss any opportunities and challenges. This is where we’ll establish a living document as a base to work off and measure future progress against.

With the support of Living With A Plan's strong partner network, we will work side by side to implement actions based on the agreed upon plan.

We will touch base every quarter or semi-annually to see how things are going. Aside from engagements as needed, we’ll look to meet for 60 minutes and no less than twice a year to validate everything is on course.