Free Assessment

Remember that the first step in the process is absolutely free with no commitment required during your free consultation.

Our Free Three-Step Process

Step 1:

15-minute phone call to determine your financial needs and whether we can meet them

Feel free to call us at (504)229-2494 or book a Google Meet below!

Step 2:

45-minute Google Meet to discuss financial circumstances, concerns, and desired outcomes

Step 3:

45-minute Google Meet to address concerns and provide observations to assist with achieving your financial goals

When you are confident that we can meet your financial needs, we sign an engagement letter defining the scope of our services and professional relationship. This happens after our second 45-minute meeting (Step 3 above) when you are sure we can provide you with value in excess of our fees.