Our Remote Planning Process
We help U.S. Foreign Service officers and federal employees build comprehensive financial plans on a fee-only fiduciary basis — from A-100 through retirement.
We have a streamlined, convenient remote planning process that delivers collaborative financial planning anywhere in the world. We have successfully worked with more than 1,000 clients using the simple process outlined below.
Step 2.
We reply to your inquiry and book a virtual meeting. We use the initial consultation to understand your needs and to explain our services.
Step 3.
To begin the planning process, we will send a link to a secure, online questionnaire that helps you gather your financial information. It’s self-paced and you can drop PDF statements directly into it.
Step 4.
After the questionnaire, we build a snapshot of your finances and develop your plan together over a series of screen-shared calls.
Our standard planning arrangement runs about six months. Most clients meet with us every one to three weeks, and a typical plan takes around four calls to complete.
Ready to Get Started?