EVOKE® Financial Life Planning

"Every person has two lives...

and the second starts when you realize you just have one."

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Intro Call

The Intro Call is the start of our EVOKE® Financial Life Planning process and is a chance to get to know each other.


You can expect no sales talk whatsoever, the ability to ask me anything, an opportunity to share your goals, a transparent dialogue about my fees, and an honest conversation to see if we are a fit.

At the end of this meeting, we will either decide to schedule our Exploration meeting or I'll recommend another planner that may be a better fit for you. There is no commitment other than time at this point. 

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In the Exploration meeting, we will have a conversation where you are truly heard and you begin to dream big. 


This is an opportunity to put all of your goals and dreams on the table. Who are the people that are most dear to you? What are the things that matter most to you?  If you have a partner, you both get the opportunity to be heard.


In reality, it is very rare for us to take the time to think of all of our hopes and dreams.


At the end of this conversation, you will feel heard, perhaps more deeply than you have in a very long time.  

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In the Vision meeting, we'll discuss your answers to the Three Questions and Heart’s Core grid.


This is the time where you prioritize your goals and begin to bring them to life. Together, we paint the picture of your life with everything as you want it to be.


If you have a partner, you both get your own vision of a great life. We will know if we have it right. When we do, you will feel energized by your future.

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In the Obstacle meeting, we'll look at what could possibly get in the way of you living your best life and stepping in the person you are meant to be. 


By identifying the obstacles and then facing them head on, we're starting to create your EVOKE® Financial Life Plan.


We also discuss your Ideal Day, Week, and Year and compare your ideal life to your current life.

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In the Knowledge meeting we connect your money with your life.


With the clarity of our EVOKE® process as a lens, we use Financial Planning and Investment Management techniques to align your money with your best life.


We also discuss your Goals for Life and the steps that you will take immediately to reach each of them.

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Now that your EVOKE® Financial Life Plan is in place, it is time to Live Wealthy! With the energy and inspiration of your ideal life, we continue to work together to help you bring your vision to life as quickly as possible. 


From here, Modern Wealth will continue to serve as your fiduciary. We will check in on your progress and be there to help you if you go off course, something changes, or something exciting happens.  


The key is to take the time to think about what is most important to you and go after it. We only get one shot at our best life, so it's time to step into it.