The CMC Planning Process
Step Two
Your Initial Path Forward
Once I have a clearer picture of your world, I’ll begin shaping a personalized path — one that reflects your values, priorities, and where you want to go.
We’ll identify a few early action steps to help organize what I like to call the “financial junk drawer” — the scattered accounts, loose ends, and lingering questions that have been taking up space. The goal here isn’t perfection — it’s momentum. Alongside this, we’ll talk through tailored recommendations, outline what it would look like to work together, and have a transparent conversation around fees. If it feels like a fit, we’ll move forward. If not, no pressure — clarity is still a win.
Step Four
Progress Reviews
Planning isn’t one-and-done. As life changes, so should your financial strategy.
Together, we’ll revisit your plan regularly — not just to check boxes, but to reflect on what’s shifting, what’s working, and what new opportunities are emerging. These conversations help keep your plan aligned with the life you’re actually living.
Step One
Discovery
This is where it all begins — with a real conversation.
No prep, no pressure, just a space to share your story, ask questions, and explore what brought you here. We'll talk about where you are now, what’s on your mind, and what alignment might look like in your financial life.
My goal in this step is simple: to understand who you are beyond the numbers.
Step Three
CMC Onboarding
If you choose to move forward, we’ll officially begin our partnership.
This includes full access to your planning portal, scheduling our first deep-dive sessions, and setting the rhythm for how we’ll communicate moving forward.
You’ll also review and sign the partnership agreement — but more importantly, this is where we start to bring real momentum to your financial life.
Most Important Step
Ongoing Support
Life doesn’t follow a spreadsheet — and you shouldn’t have to figure it all out alone.
I’m here for the questions between the meetings, the curveballs that weren’t in the plan, and the moments that call for quick pivots or deeper thinking.
Whether it's planning a major life transition or simply navigating a change in direction, you’ll have a thinking partner who knows your story and has your back.