One simple first step
Pick an available time directly on Shawn’s calendar.
Start a conversation
A short call. No documents. No pressure.
Tell us what prompted you to reach out, hear how we work, and decide whether a strategy session makes sense.
Discovery call
Choose a time that works for you.
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We’ll learn about your situation and goals and explain what working together could look like.
Nothing to prepare
No statements or tax documents are needed for the discovery call.
What happens next
From first conversation to a clear agreement.
Each step has a distinct purpose, so you know what to prepare, what will be decided, and what comes next.
No preparation
Discovery call
A short, no-pressure conversation about what prompted you to reach out and whether 3rd Level Wealth may be the right fit.
OutcomeDecide whether to move forward with a deeper strategy session.
Define the work
Strategy session
Review your situation, priorities, and key documents together. Your planning profile determines what you will bring.
OutcomeClarify the recommended scope, expected process, and exact cost.
Begin together
Agreement
Review the services, responsibilities, and fees in writing before making a commitment.
OutcomeSign the agreement and move into your First Year planning work.