Our Process

Why are you fixated on our sausage-making?
Trust us - we believe we make great sausage.
Okay – here’s the recipe. 

• First – before we use the meat grinder – we ask you a lot of questions. We need to know your likes and dislikes:
  • Do you like fennel?
  • Should the sausage be sweet or spicy?
  • Basil and parmesan?
  • Maybe you’re a Jimmy Dean fan?
• Next – what ingredients are you bringing to us?  Do we need to add anything from our pantry?
• We know we’re not making sausage.  What we’re building is your Family Financial Model which helps you make decisions.
• We then implement your Family Financial Model over the rest of your life.
• We meet with you at least once a year – or more frequently – to measure how you’re doing toward achieving your goals.