Our Process

For your first consultation appointment, we meet with you virtually or at our office in Laramie, WY.

The purpose of your first consultation appointment is to gain insight on you and your life goals.

It is important to provide us with all of your important financial documents that impact your overall net worth. We use a secure portal for you to send your documents prior to the appointment.

The purpose of your second appointment is to take everything we have learned and show you the guardrails we built to help you obtain your life goals.

Prior to your second appointment, a member of our team may need to call/email you for additional documentation and information. You also will be asked to take an assessment to gather more information about you and your financial situation.

At the end of the second appointment, we will determine if we can add value to your situation, and we can discuss costs associated with providing those services. You can then determine if we are a good fit for you.