The Fearless Process
This is our full process for the Fearless Financial Planning service.
Pre-Introductory Meeting

30-minute call or Zoom

Get to know each other

Assess mutual fit

Go over pricing and next steps
Meeting 1

Get to know you and your family

Gain an understanding of your personal & financial circumstances

continues over time)

needs & objectives


Get organized, do some self-reflection




Analyze, review cash flow, identify and select goals



Meeting 2

Explore / Recommend


We show you projections and make some preliminary recommendations at the meeting

Meeting 3

Investments & Equity Compensation

Review current investments


Meeting 4

Decide & Implement
We will discuss all recommendations with the goal of committing to implement your top 1 or 2 items over a set time frame.

Implementation
Based on what we decide and learn, we develop a plan for ongoing implementation and monitoring. We also address anything new that comes up along the way.

Monitor & Review
Clients who elect ongoing planning have unlimited email and phone access as well as coaching sessions or review meetings every six months.