How We Work

It starts with a conversation

The best way to determine if we are a good fit is to have a conversation. This gives us time to get to know each other and discuss our philosophy on financial planning.

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We get to know you first

We want to learn about you before ever discussing money so when it is time to help you set goals and make financial decisions they reflect what is most important to you.

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Your Values

To help you make smart financial decisions, we need to know who you are and what is most important to you. 

Your Goals

Without knowing your goals, it would be difficult to advise you on how to attain what you want.

We discuss your financial picture

Once we have an idea of who you are, we will discuss your current financial situation to get a better understanding of where you are starting from.

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We discuss the next steps

We will end our conversation by sharing what you can expect out of a relationship with our team, including the following…

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Our Team

Meet the members of our team you would interact with as a TM3 Wealth client.

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Our Services

Share the relationship options that make the most sense for your situation.

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Our Fees

Receive a quote for the services we discuss based on the complexity of your situation.

We begin our relationship

We are here to partner with our clients. You will always be the CEO of your personal finances. We will be your personal CFO, providing expertise on all aspects of your life.

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Find out what you value.

Thinking beyond your money begins with knowing what is most important to you. This is the first step in aligning your life with your goals.

We help you take action

Once we decide to work together, we will develop a plan that aligns your values, goals and empowers you to make smart financial decisions in even the most challenging situations.

Gather Information

We will ask you for the necessary information to analyze your financial situation.


Together, we will review your information and begin sharing priorities.

Take Action

Each year, we will provide written recommendations for you to focus on.


Great advice is nothing without implementation. We will help you put your plan into action!
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What do you value?

Planning with purpose begins with knowing what is most important to you. This is the first step in aligning your life with your goals.

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Start the Conversation

Let us know what you are looking for so we can follow up and provide you with helpful information.