This is a complimentary Zoom session to learn more about you, your family, and your unique financial needs. We’ll use this time to go over what you can expect as a client of Camp Wealth. We will discuss and define the expectations of this relationship and determine if we’re a good fit to help you create a roadmap to financial freedom.

We will send you a Customer Agreement for signature, upon signing half of the plan price is due.



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Your first meeting as a client will cover understanding more about you (& your family): what is important to you, how you view long-term success, and your values.
At the end of the meeting, we will schedule out the remainder of our meetings.
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We will have a meeting to review the information we’ve gathered for accuracy as well as discuss current spending and check in to see if it aligns with what you value most. We will likely have some clarifying questions to ask you here that will help create the initial financial plan. We may also discuss opportunity for savings and tax-efficiency. 

During this meeting, we will present your financial plan. Upon presentation of the plan the second half of the plan price is due.



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We will then help you implement the financial plan. We encourage any and all questions you would like to ask for clarity in your roadmap to financial freedom.
After this, if you choose to move forward as an on-going client we will start the process of 2 formal reviews per year with unlimited access for phone, email, and virtual meetings.