Get Started

Step 1 - Discover

Patrick begins by meeting you where you are, diving into your current financial situation and understanding the journey that brought you there.

This first step ensures advising compatibility, uncovers your relationship with money, and identifies any barriers to success, setting the foundation for clarity and alignment.

Step 2 - Envision

Together, you'll define where you want to go—your goals, values, and vision for the future.

Patrick will align your intentions across personal finance, business development and legacy building with actionable steps, creating a clear map to financial freedom and security tailored to your unique needs.

Step 3 - Simplified Action

Receive a one-page financial plan designed to be both actionable and accessible.

Patrick avoids unnecessary complexity, delivering a personalized roadmap that ensures your financial decisions are aligned with your goals, providing ongoing guidance as your trusted partner.

The goal of your initial meeting with Patrick is to establish trust and begin a lifelong partnership built around your financial goals and values. This isn’t a discussion about products or investment strategies unless there’s an urgent need. Instead, Patrick takes the time to explore your short-term objectives for the next year or two, plans for the next 3-5 years, and long-term aspirations for your family and business.

Patrick’s process is designed to transform vague financial concerns into clear, actionable steps. By understanding where you are today (Point A) and your vision for the future (Point B), Patrick gathers the essential details of your financial situation. This sets the stage for actionable solutions tailored to your goals.