90-Minute Get Acquainted Meeting
how do I get started?
- Schedule your 90-Minute Get Acquainted Meeting.
- Take the Dreams & Means Index.
- Complete a quick survey to help us understand your questions, goals for your meeting and an overview of your financial situation (emailed after your meeting is scheduled).
- Learn about our mission, process, team, services, and FAQ on our website.
DURING YOUR MEETING
- Learn about you, your background, and your financial situation
- Discuss the results of your Dreams & Means Index.
- Explore the One Life process, tools, and next steps
after your meeting
- You will receive a proposal and next steps survey to complete if there is a potential fit to work together.
- You simply complete your Next Steps survey to let us know if you want to move forward.
- After a commitment has been made to move forward, an Onboarding Call is scheduled to kick off the planning process.
WHERE DO WE MEET?
While we prefer to meet in-person, you can also connect with us over the phone/web if your location or schedule makes it difficult to meet face-to-face.