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 missionprocess, team, services, and FAQ on our website.


  • 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.


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.


One Life Coaching Money Management Request a Meeting

“The secret of getting ahead is getting started.”
– Mark Twain