How We Work Together
No surprises. No corporate runaround. Just a real relationship built around your life — and your schedule.
The PlanFirst Journey
From first conversation to long-term client
Three meetings to get started — then a relationship built to last
1
Meeting 1
First Conversation
We listen. You talk. No forms, no agenda — just the right questions.
No cost · no commitment
2
Meeting 2
One-Page Plan
We come back with a clear plan built from what you told us.
No pressure — your call.
3
Meeting 3
Onboarding + GO
You’re a client. We build the full picture and get everything in place.
→
Ongoing
Life as a Client
Consistent rhythm, always reachable, never on your own.
Every year
Once you’re a client
We don’t disappear between meetings.
Two structured reviews anchor your year — but your plan is active every month in between.
Tax Planning
Cash Flow Review
Insurance Analysis
Estate Strategy
Retirement Planning
Roth Conversion
Beneficiary Review
Business Planning
Income Strategy
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D
Spring review
Fall review
Between reviews, we’re still here.
A market shift, a job change, a question that can’t wait until spring —
reach out any time by phone, text, or email.
The small pulses represent micro-planning work happening throughout your year —
tax strategy, cash flow, insurance, estate, and more.
There are over 100 planning tasks we may be working on behind the scenes in any given year.
There are over 100 planning tasks we may be working on behind the scenes in any given year.
Start the Conversation →
No cost. No commitment. 30 minutes.
Between reviews
Need to connect before your next review?
The spring and fall reviews are where we take stock of everything —
but life doesn’t wait for a scheduled meeting. Book the right conversation for what’s on your mind.
but life doesn’t wait for a scheduled meeting. Book the right conversation for what’s on your mind.
15 minutes
Micro Planning Check-In
One specific question, one planning item, one thing that can’t wait.
Quick, focused, and done by phone or Zoom — no prep needed on your end.
Schedule →
30 minutes
Focused Strategy Session
A working session to dig into one planning topic — a decision, a transition,
a next step in your plan. We’ll work through it and leave with clear direction.
Schedule →
60 minutes
Plan Review & Alignment
For major life events or significant changes — a full conversation to
review your strategy, update your numbers, and realign everything to where you are now.
Schedule →
In person or virtually — Tue, Wed, Thu · 9am – 5pm
STAYING IN TOUCH
How to reach us — and what to expect
For non-urgent questions — email is best. You'll always hear back within one business day.
For time-sensitive needs — call or text directly. No gatekeepers, no call centers, no hold music.
Direct cell for clients: 603-614-4578 — call or text, whatever's easier.
This isn't a call center. It's a direct line to the person who knows your plan.