Timeline Type 10

Muhammad Irfan

A Cohesive Process to Reach Your Goals

1

STEP 1

Introductions

We offer flexibility with our first meeting, offering two types of consultations to best meet your needs:

Discovery Meeting

If you’re looking for ongoing, long-term financial services, we’ll start with a complimentary discovery meeting to get to know you better.

We’ll review your current financial situation, explain our services, and provide you with the exact costs based on your needs.

Please note no specific financial advice is given in this meeting.

Schedule Now

Hourly Consultation

If you’re not quite ready for a long-term partnership, we offer hourly consultations for $350/hour.

In this meeting, we’ll provide professional advice to address a specific financial concern you have.

Please note that no written recommendations are provided.

Schedule Now

2

STEP 2

Plan Implementation

If you are ready to move forward with our services, we will onboard you with your own personal finance website, gather financial data, start implementing your personalized financial plan. This includes opportunities to get organized now, updates to better align your investments and accounts with your goals, and ways to keep you on track in the long run.

More info

3

STEP 3

Ongoing Updates & Check-Ins

We’ll have quarterly check-ins to review your progress, discuss how your goals may have changed, and identify what is needed to align your financial plan with your ideal future. We’ll manage any updates that need to be taken care of, to make sure all aspects of your finances line up with your future.

The above block is copied from the site: https://uniquefinancialadvisors.com/schedule-an-appointment/

Pattern HTML

<!-- wp:group {"metadata":{"name":"A Cohesive Process to Reach Your Goals"},"align":"full","className":"goals-section","style":{"spacing":{"blockGap":"var:preset|spacing|15","padding":{"top":"var:preset|spacing|90","bottom":"var:preset|spacing|90"}}},"backgroundColor":"ten","layout":{"type":"constrained"}} -->
<div class="wp-block-group alignfull goals-section has-ten-background-color has-background" style="padding-top:var(--wp--preset--spacing--90);padding-bottom:var(--wp--preset--spacing--90)"><!-- wp:heading {"textAlign":"center","className":"is-style-border"} -->
<h2 class="wp-block-heading has-text-align-center is-style-border">A Cohesive Process to Reach Your Goals</h2>
<!-- /wp:heading -->

<!-- wp:columns {"metadata":{"name":"Step 1"},"animationsForBlocks":{"animation":"fade","variation":"up","duration":600,"easing":"linear","once":true,"mirror":false},"className":"step-row","style":{"spacing":{"margin":{"top":"var:preset|spacing|70"}}}} -->
<div class="wp-block-columns step-row" style="margin-top:var(--wp--preset--spacing--70)" data-aos="fade-up" data-aos-duration="600" data-aos-easing="linear" data-aos-once="true"><!-- wp:column {"width":"14%"} -->
<div class="wp-block-column" style="flex-basis:14%"><!-- wp:group {"metadata":{"name":"Step Number"},"className":"step-box small","style":{"spacing":{"blockGap":"0"},"border":{"radius":"100%","color":"#d0d2d3","style":"solid","width":"6px"},"dimensions":{"minHeight":""}},"backgroundColor":"five","layout":{"type":"flex","orientation":"vertical","justifyContent":"center","verticalAlignment":"center"}} -->
<div class="wp-block-group step-box small has-border-color has-five-background-color has-background" style="border-color:#d0d2d3;border-style:solid;border-width:6px;border-radius:100%"><!-- wp:heading {"className":"large-number","style":{"elements":{"link":{"color":{"text":"var:preset|color|four"}}}},"textColor":"four"} -->
<h2 class="wp-block-heading large-number has-four-color has-text-color has-link-color">1</h2>
<!-- /wp:heading -->

<!-- wp:heading {"level":6,"className":"small-number","style":{"elements":{"link":{"color":{"text":"var:preset|color|one"}}}},"textColor":"one"} -->
<h6 class="wp-block-heading small-number has-one-color has-text-color has-link-color">STEP 1</h6>
<!-- /wp:heading --></div>
<!-- /wp:group --></div>
<!-- /wp:column -->

<!-- wp:column {"width":"86%","style":{"spacing":{"blockGap":"var:preset|spacing|15"}}} -->
<div class="wp-block-column" style="flex-basis:86%"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">Introductions</h3>
<!-- /wp:heading -->

<!-- wp:paragraph -->
<p>We offer flexibility with our first meeting, offering two types of consultations to best meet your needs:</p>
<!-- /wp:paragraph -->

<!-- wp:columns {"style":{"spacing":{"margin":{"top":"var:preset|spacing|30"}}}} -->
<div class="wp-block-columns" style="margin-top:var(--wp--preset--spacing--30)"><!-- wp:column {"verticalAlignment":"stretch","style":{"border":{"radius":"5px"},"spacing":{"padding":{"top":"40px","bottom":"var:preset|spacing|50","left":"40px","right":"40px"},"blockGap":"var:preset|spacing|15"}},"backgroundColor":"eight"} -->
<div class="wp-block-column is-vertically-aligned-stretch has-eight-background-color has-background" style="border-radius:5px;padding-top:40px;padding-right:40px;padding-bottom:var(--wp--preset--spacing--50);padding-left:40px"><!-- wp:heading {"level":4} -->
<h4 class="wp-block-heading">Discovery Meeting</h4>
<!-- /wp:heading -->

<!-- wp:paragraph -->
<p>If you’re looking for ongoing, long-term financial services, we’ll start with a complimentary discovery meeting to get to know you better.</p>
<!-- /wp:paragraph -->

<!-- wp:paragraph -->
<p>We’ll review your current financial situation, explain our services, and provide you with the exact costs based on your needs.</p>
<!-- /wp:paragraph -->

<!-- wp:paragraph -->
<p>Please note no specific financial advice is given in this meeting.</p>
<!-- /wp:paragraph -->

<!-- wp:buttons {"className":"mobile-align-center"} -->
<div class="wp-block-buttons mobile-align-center"><!-- wp:button -->
<div class="wp-block-button"><a class="wp-block-button__link wp-element-button" href="#">Schedule Now</a></div>
<!-- /wp:button --></div>
<!-- /wp:buttons --></div>
<!-- /wp:column -->

<!-- wp:column {"verticalAlignment":"stretch","style":{"border":{"radius":"5px"},"spacing":{"padding":{"top":"40px","bottom":"var:preset|spacing|50","left":"40px","right":"40px"},"blockGap":"var:preset|spacing|15"}},"backgroundColor":"eight"} -->
<div class="wp-block-column is-vertically-aligned-stretch has-eight-background-color has-background" style="border-radius:5px;padding-top:40px;padding-right:40px;padding-bottom:var(--wp--preset--spacing--50);padding-left:40px"><!-- wp:heading {"level":4} -->
<h4 class="wp-block-heading">Hourly Consultation</h4>
<!-- /wp:heading -->

<!-- wp:paragraph -->
<p>If you’re not quite ready for a long-term partnership, we offer hourly consultations for $350/hour.</p>
<!-- /wp:paragraph -->

<!-- wp:paragraph -->
<p>In this meeting, we’ll provide professional advice to address a specific financial concern you have.</p>
<!-- /wp:paragraph -->

<!-- wp:paragraph -->
<p>Please note that no written recommendations are provided.</p>
<!-- /wp:paragraph -->

<!-- wp:buttons {"className":"mobile-align-center"} -->
<div class="wp-block-buttons mobile-align-center"><!-- wp:button -->
<div class="wp-block-button"><a class="wp-block-button__link wp-element-button" href="#">Schedule Now</a></div>
<!-- /wp:button --></div>
<!-- /wp:buttons --></div>
<!-- /wp:column --></div>
<!-- /wp:columns --></div>
<!-- /wp:column --></div>
<!-- /wp:columns -->

<!-- wp:columns {"metadata":{"name":"Step 2"},"animationsForBlocks":{"animation":"fade","variation":"up","duration":600,"easing":"linear","delay":300,"once":true,"mirror":false},"className":"step-row","style":{"spacing":{"margin":{"top":"var:preset|spacing|70"}}}} -->
<div class="wp-block-columns step-row" style="margin-top:var(--wp--preset--spacing--70)" data-aos="fade-up" data-aos-delay="300" data-aos-duration="600" data-aos-easing="linear" data-aos-once="true"><!-- wp:column {"width":"14%"} -->
<div class="wp-block-column" style="flex-basis:14%"><!-- wp:group {"metadata":{"name":"Step Number"},"className":"step-box small","style":{"spacing":{"blockGap":"0"},"border":{"radius":"100%","color":"#d0d2d3","style":"solid","width":"6px"},"dimensions":{"minHeight":""}},"backgroundColor":"five","layout":{"type":"flex","orientation":"vertical","justifyContent":"center","verticalAlignment":"center"}} -->
<div class="wp-block-group step-box small has-border-color has-five-background-color has-background" style="border-color:#d0d2d3;border-style:solid;border-width:6px;border-radius:100%"><!-- wp:heading {"className":"large-number","style":{"elements":{"link":{"color":{"text":"var:preset|color|four"}}}},"textColor":"four"} -->
<h2 class="wp-block-heading large-number has-four-color has-text-color has-link-color">2</h2>
<!-- /wp:heading -->

<!-- wp:heading {"level":6,"className":"small-number","style":{"elements":{"link":{"color":{"text":"var:preset|color|one"}}}},"textColor":"one"} -->
<h6 class="wp-block-heading small-number has-one-color has-text-color has-link-color">STEP 2</h6>
<!-- /wp:heading --></div>
<!-- /wp:group --></div>
<!-- /wp:column -->

<!-- wp:column {"width":"86%","style":{"spacing":{"blockGap":"var:preset|spacing|15"}}} -->
<div class="wp-block-column" style="flex-basis:86%"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">Plan Implementation</h3>
<!-- /wp:heading -->

<!-- wp:paragraph -->
<p>If you are ready to move forward with our services, we will onboard you with your own personal finance website, gather financial data, start implementing your personalized financial plan. This includes opportunities to get organized now, updates to better align your investments and accounts with your goals, and ways to keep you on track in the long run.</p>
<!-- /wp:paragraph -->

<!-- wp:buttons {"className":"mobile-align-center"} -->
<div class="wp-block-buttons mobile-align-center"><!-- wp:button {"className":"is-style-text-link"} -->
<div class="wp-block-button is-style-text-link"><a class="wp-block-button__link wp-element-button" href="#">More info</a></div>
<!-- /wp:button --></div>
<!-- /wp:buttons --></div>
<!-- /wp:column --></div>
<!-- /wp:columns -->

<!-- wp:columns {"metadata":{"name":"Step 3"},"animationsForBlocks":{"animation":"fade","variation":"up","duration":600,"easing":"linear","delay":600,"once":true,"mirror":false},"style":{"spacing":{"margin":{"top":"var:preset|spacing|70"}}}} -->
<div class="wp-block-columns" style="margin-top:var(--wp--preset--spacing--70)" data-aos="fade-up" data-aos-delay="600" data-aos-duration="600" data-aos-easing="linear" data-aos-once="true"><!-- wp:column {"width":"14%"} -->
<div class="wp-block-column" style="flex-basis:14%"><!-- wp:group {"metadata":{"name":"Step Number"},"className":"step-box small","style":{"spacing":{"blockGap":"0"},"border":{"radius":"100%","color":"#d0d2d3","style":"solid","width":"6px"},"dimensions":{"minHeight":""}},"backgroundColor":"five","layout":{"type":"flex","orientation":"vertical","justifyContent":"center","verticalAlignment":"center"}} -->
<div class="wp-block-group step-box small has-border-color has-five-background-color has-background" style="border-color:#d0d2d3;border-style:solid;border-width:6px;border-radius:100%"><!-- wp:heading {"className":"large-number","style":{"elements":{"link":{"color":{"text":"var:preset|color|four"}}}},"textColor":"four"} -->
<h2 class="wp-block-heading large-number has-four-color has-text-color has-link-color">3</h2>
<!-- /wp:heading -->

<!-- wp:heading {"level":6,"className":"small-number","style":{"elements":{"link":{"color":{"text":"var:preset|color|one"}}}},"textColor":"one"} -->
<h6 class="wp-block-heading small-number has-one-color has-text-color has-link-color">STEP 3</h6>
<!-- /wp:heading --></div>
<!-- /wp:group --></div>
<!-- /wp:column -->

<!-- wp:column {"width":"86%","className":"mobile-align-center","style":{"spacing":{"blockGap":"var:preset|spacing|15"}}} -->
<div class="wp-block-column mobile-align-center" style="flex-basis:86%"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">Ongoing Updates &amp; Check-Ins</h3>
<!-- /wp:heading -->

<!-- wp:paragraph -->
<p>We’ll have quarterly check-ins to review your progress, discuss how your goals may have changed, and identify what is needed to align your financial plan with your ideal future. We’ll manage any updates that need to be taken care of, to make sure all aspects of your finances line up with your future.</p>
<!-- /wp:paragraph --></div>
<!-- /wp:column --></div>
<!-- /wp:columns --></div>
<!-- /wp:group -->

Pattern CSS

#site-container .step-box {
    margin: 0 auto;
}
#site-container .step-row .wp-block-column {
    position: relative;
}
#site-container .step-box .small-number {
	letter-spacing: 9.6px;
	font-size: 16px;
	font-weight: 800;
	position: absolute;
color: #fff;
}
#site-container .step-box.small .large-number {
    font-size: 80px;
color: #1D3971;
}
#site-container .step-box.small {
    width: 156px;
    height: 156px;
background-color: #31559C;
}
#site-container .step-row .wp-block-column {
	position: relative;
}

#site-container .step-row > .wp-block-column:first-child::before,
#site-container .step-row > .wp-block-column:first-child::after {
	content: '';
	display: block;
	position: absolute;
	left: 0;
	right: 0;
	margin: 0 auto;
}

#site-container .step-row .wp-block-column.white-box .wp-block-buttons {
	position: absolute;
	bottom: var(--wp--preset--spacing--50);
}

#site-container .step-row > .wp-block-column:first-child::before {
	background-color: #6CC441;
	width: 2px;
	height: calc(100% - 140px);
	bottom: -40px;
}

#site-container .step-row > .wp-block-column:first-child::after {
	background: url( /wp-content/uploads/2025/06/small-arrow.svg ) no-repeat center center;
	background-size: 100%;
	width: 12px;
	height: 10px;
	bottom: -50px;
}
@media only screen and (max-width: 1200px) {
#site-container .step-row > .wp-block-column:first-child::before {
		height: calc(100% - 125px);
		bottom: -20px;
	}
    #site-container .step-box.small {
        width: 126px;
        height: 126px;
    }

	#site-container .step-row > .wp-block-column:first-child::after {
		bottom: -30px;
	}
#site-container .step-box .small-number {
        letter-spacing: 5.6px;
    }
}
@media only screen and (max-width: 980px) {
#site-container .step-row > .wp-block-column:first-child::before,
	#site-container .step-row > .wp-block-column:first-child::after {
		display: none;
	}
#site-container .step-row {
		text-align: center;
	}
#site-container .step-row .wp-block-column.white-box .wp-block-buttons {
		position: relative;
		bottom: 0;
	}
}