Our first step is a relaxed, no-pressure conversation where we both get to see if working together feels like the right fit. You’ll learn about our approach and how we guide clients, while we listen to your goals and needs to determine whether Wise Women Prosper is the best partner for you. When helpful, your spouse or partner is encouraged to join so we can explore your future together.

First Meeting – Discovery & Vision
We start with you — your story, your values, and your vision for the future. This conversation helps us understand what’s most important in your life so we can design a plan that reflects your dreams. You’ll leave with a sense of clarity and excitement, knowing your goals are the foundation of everything we’ll build together.

Second Meeting – Get Organized
Next, we’ll take stock of where you are today. By gathering your financial details — assets, liabilities, income, and expenses — we’ll create a clear snapshot of your current position. From there, we’ll design a cash flow plan that connects your day-to-day decisions with your bigger goals, giving you both structure and peace of mind.

Third Meeting – Strategy Session
With your financial picture complete, we’ll start shaping strategies to help you reach your goals. We’ll cover retirement income options, risk management, and tax-efficient approaches. Most importantly, we’ll review everything together, inviting your input at each step. This isn’t a one-size-fits-all plan — it’s a thoughtful, flexible strategy built with your voice at the center.

Fourth Meeting – Implementation & Welcome
This is where your plan becomes action. We’ll outline the steps for putting your strategy in motion, from investment choices to aligning resources with your priorities. You’ll gain confidence in knowing exactly how to move forward — and you’ll officially be welcomed into the Wise Women Prosper community.

Continuing Support – As Needed
After your plan is launched, we’ll continue to walk beside you. Whether it’s a periodic review or addressing new questions as life changes, we’ll be here to ensure your plan evolves with you. Our commitment doesn’t end with implementation — it grows with every stage of your journey.

After the foundation is in place, our work shifts into an ongoing rhythm. We’ll meet three times a year to review your plan, track your progress, and adjust as life unfolds. These meetings give us the space to celebrate wins, course-correct when needed, and ensure your financial resources continue to support what matters most to you.

Of course, life doesn’t always fit neatly into a calendar. If something is weighing on you, or if a new opportunity or challenge arises, I want to be your first call. You’ll always have unlimited email support, and we can schedule extra calls or meetings whenever you need them. Think of me as a steady partner you can lean on — whether it’s for big decisions or the little “Am I doing this right?” moments.

In between, I’ll also check in with you by email to touch on important updates and make sure the finer details of your strategy stay aligned with your bigger picture.