Visualize the opportunities building wealth will create for you and your family. Consider what you will do with your time and energy now that you have outsourced your financial to do list. During this phase, there will likely be some emails and quick phone calls between us to gain clarity on your situation. Things that often come up in this phase are prioritization of multiple goals and operational items (i.e. navigating the client portal, providing necessary planning documents, and/or coordinating with outside providers).