If you’ve ever been a part of the design of a home or a detailed home improvement project, you know that the process usually starts in your mind’s eye first. You have in your mind what the bathroom remodel will look like when it’s finished or what the elevation of your home will look like before the architect starts drawing. Being intentional about the life you want to live is very similar. 

In this step, we’ll dig deeper into your values and goals so that we both get a better understanding of the life you’re after. Once we have a clear idea, like a home design project, we’ll start drawing, together.

Here, we begin using some of the facts and goals you’ll have started inputting into eMoney, our financial planning software. This will allow us to collaborate in real time and begin to see how one financial goal make affect others.