HOW IT WORKS

The right plan for you isn’t built in a single meeting. It’s shaped through ongoing conversations.

We revisit your goals regularly, adapt your strategy when things change, and stay just a call or email away so you never have to navigate life’s twists and turns alone

STEP 1:

START THE CONVERSATION

This is a no-pressure call to get to know you, your goals, your values, and what “making the memory” means to you. If it’s a good fit, we’ll lay out next steps together.

STEP 2:

DISCOVERY

We deep dive into your full financial picture, exploring your priorities, obligations, and dreams for the years ahead.

STEP 3:

YOUR ACTION PLAN

Over a few sessions, we focus on your biggest priorities. From investments to cash flow and retirement, you’ll get clear, actionable recommendations backed by real forecasts.

STEP 4:

ONGOING SUPPORT

Life changes and your plan should too. We check in regularly, make adjustments when needed, and stay available whenever life takes an unexpected turn.

NEED ADDITIONAL SUPPORT?

At Make the Memory, you don’t need to wait for a quarterly review. Whether it’s a new opportunity, a sudden challenge, or just a question that can’t wait, we’re here when you need us.

LET'S START THE CONVERSATION

WHAT TO EXPECT: TRUSTED GUIDANCE, DESIGNED AROUND YOU

PERSONALIZED PLANNING

No one-size-fits-all advice here. As fiduciaries, we make every recommendation with your goals, values, and vision in mind, not products to sell.

FLEXIBLE GUIDANCE

Your life changes, and so will our advice.

CONVERSATIONS, NOT COMMANDS.

You’ll never be handed a plan and left to figure it out. We collaborate every step of the way.

STRATEGIES YOU CAN ACT ON

We break the big picture into manageable steps so you can implement your plan easily.

FIRST TIME WORKING WITH A FINANCIAL PLANNER?

You’re in the right place. We work with plenty of first-timers. There’s no judgment or pressure, just clear advice designed around your life and what matters most to you.