Blake Otterlei

Step 1. Discovery Meeting

Understanding Your Needs

We begin with a conversation to understand your goals, priorities, and challenges you face. This is the beginning of a tailored approach.

In a follow up email, Blake will request additional information that will be used to build your baseline financial plan.

Step 2. Perspective Meeting

Your Baseline Roadmap

Blake will design your baseline financial plan and present it in the Perspective Meeting. 

He'll give you his professional perspective on your current state and address any immediate priorities you may have.

Step 3. Take Time to Process

Before Our Next Meeting

You'll get a copy of your baseline plan, so you can go through it on your own time. Any questions you have can be answered in the next meeting.

Step 4. Strategy Meeting

Course of Action

We'll align on your immediate needs and address any questions you may have, while recapping what we discussed in the Perspective Meeting.

Blake will give you a clear course of action and help you implement your plan.

Step 5. Planning Meetings

Bringing Your Plan to Life

You'll work closely with Blake to put your plan into action over the course of several months. Together you'll build toward your goals and your financial security.

Regular Checkpoints:

Your Plan is a Dynamic Roadmap

Life changes, so we'll meet for regular reviews to keep your plan aligned with your life.

Ongoing Support:

Your Personal Chief Financial Officer

When you face a new financial decision, Blake is here for you.