Virtual | 60 Min | Initial Meeting During your complimentary, no-strings-attached intro meeting, we will get to know each other and understand your financial situation and what you are hoping to accomplish. In this discussion, we’ll:
After the meeting, we will follow up with an advisory agreement and payment information.
Virtual | 60 Min | Initial Meeting During your complimentary, no-strings-attached intro meeting, we will get to know each other and understand your financial situation and what you are hoping to accomplish. In this discussion, we’ll:
After the meeting, we will follow up with an advisory agreement and payment information.
In-Person or Virtual | 60 Min | Initial Meeting After you enroll and we have all the information needed, we will get to work organizing your financial picture, performing your financial assessment, and identifying your FirstStep goals. In the meantime, you will schedule your FirstStep Meeting—your first official meeting as a LifeGuide client! In this meeting, we’ll:
Virtual | 30 Min | Every 90 days for first year During the first year of our Essentials program, we plan to meet together every 90 days. Breaking larger goals into actionable, attainable NextSteps creates momentum. And these small successes add up over time. Our 90-day NextStep check-in meetings allow us to provide guidance, advice, and motivation throughout the year. In each NextStep meeting we’ll:
Virtual | 30 Min | Every 90 days for first year During the first year of our Essentials program, we plan to meet together every 90 days. Breaking larger goals into actionable, attainable NextSteps creates momentum. And these small successes add up over time. Our 90-day NextStep check-in meetings allow us to provide guidance, advice, and motivation throughout the year. In each NextStep meeting we’ll:
In-Person or Virtual | 60 Min | ONCE PER YEAR Life happens, circumstances change, and goals evolve. Each year, we’ll meet together for our OnTrack Annual Review where we’ll:
