See what working with us looks like
Two samples of what you receive: the written follow-up after your Discovery meeting, and a detailed financial plan. Open either one to read it, or download a copy.
Read the sample
What you receive after your Discovery meeting
After your 90 minute Discovery meeting you receive a short written summary in plain language, so you can follow what we covered without taking notes. It leads with a brief explanation of your situation, then covers each topic, a list of next steps, and what an ongoing engagement would look like if you want one.
- A plain-language overview of your goals and the shape of the plan
- Each topic explained, with technical terms defined the first time they appear
- High-level recommendations and an action list for the next three months
- A glossary and a clear note on what is and is not included
Read the sample
A financial plan
The written plan is the core deliverable of our first phase. This sample shows a fictional couple moving from the United States to Spain, with the analysis behind every recommendation.
Curious what yours would say?
Start with a free 20 minute call to see whether we are a fit. Nothing to prepare and nothing to send in advance.
Both samples use a fictional household. No real client information appears anywhere on this page.