Your “Integrated Life & Business” Blueprint

A 3-part process to introduce ourselves & clarify your next steps

We Work Best With:

  • Established business owners (5+ years in business)
  • Annual company revenue of 1M+ per year
  • Looking for a long-term financial ally for their life and business

How it works:


20-Minute “Quick-Connect” call

This is just a short call to introduce ourselves and talk about your business, your personal goals, and what motivated you to contact us. If we’re a good fit, we’ll schedule a call to discuss your overall picture in detail.


45-Minute Vision & Strategy Meeting

This is a 45-minute meeting via Zoom or in-person to discuss your personal goals, the planning you have in place, and your biggest pain points. If applicable, I’ll also want to meet your spouse. Since our planning affects your life and family, it’s important to make sure everyone is on the same page.

After this, we’ll create a one-page Planning Overview with the goals we discussed and notes for each of the main planning areas that we should review. We’ll email this to you with an outline of the next steps.

If you need time to think about it, that’s fine with us. We know it’s a big decision.


Integrated Strategy Implementation

When you start working with us, we’ll first go through a one-time planning process to create a financial strategy that seamlessly integrates your business income with your life vision. This is four meetings over a few months. After that, we’ll continue to implement the planning strategy on your behalf, and make adjustments as your business or goals change.

Ready to Get Started?

Schedule a 20-minute “Quick-Connect” call with Melissa below