Timeline Type 15

Talha Aziz

About
2 weeks

1. Intro Call

20 MINUTES

Let’s start simple: We’ll take more time to talk about what’s on your mind, understand your current situation, and answer your top questions. If your needs align with our expertise, we’ll continue exploring the process.

If it turns out we’re not the right match, we’ll do our best to connect you with someone who can help.

About
2 weeks

2. Discovery Meeting

1 HOUR

Before we meet, you’ll have a bit of light homework. We’ll ask you to bring a few basic financial documents to help get a detailed understanding of your financial picture.

But this meeting isn’t about the numbers—it’s about you. We’ll focus almost entirely on what matters most to you: your values, goals, relationships, and the purpose behind it all. Understanding these things helps us build a plan that’s not just financially sound, but truly meaningful to you.

(Psst: Between now and our next meeting, we’ll have lots of homework too! This is the part where we get down to business modeling your current retirement plans, running projections, and building a list of action items to present during our Strategy Session.)

About
1 weeks

3. Strategy Session

1 HOUR

With an understanding of your current path, we’ll confirm if you’re on track or if anything needs to shift to help you achieve your goals. You’ll receive a comprehensive package of our findings, observations, and recommendations, including a review of and recommended improvements for your investments, tax return, estate plan, insurance, and Social Security.

Our goal here is to help you move forward with purpose and peace of mind, while staying on track in the long run.

4. Mutual Commitment Meeting

1 HOUR

The most important step? Sleep on it. We’ll be providing you with lots of information to digest and consider, and this is a decision that shouldn’t be rushed. The next time we meet (usually about a week after the Strategy Session), we’ll dive deeper into what our relationship would look like moving forward.

If you’re comfortable and confident in your decision to work with our team, we’ll have everything ready to get the ball rolling so that you can retire confidently, maximize your income, and reduce your tax bill – all while enjoying your retirement and leaving the legacy you want.

The above block is copied from the site: https://screamingeagl1.wpenginepowered.com/our-process/

Pattern HTML

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<!-- wp:paragraph {"align":"center"} -->
<p class="has-text-align-center">About  <br>2 weeks</p>
<!-- /wp:paragraph --></div>
<!-- /wp:column -->

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<h3 class="wp-block-heading has-text-align-left">1. Intro Call</h3>
<!-- /wp:heading -->

<!-- wp:image {"id":1991,"width":"20px","height":"auto","sizeSlug":"large","linkDestination":"none"} -->
<figure class="wp-block-image size-large is-resized"><img src="https://patterndev.upthinksolutions.com/wp-content/uploads/2025/09/clock.svg" alt="" class="wp-image-1991" style="width:20px;height:auto"/><figcaption class="wp-element-caption"><strong>20 MINUTES</strong></figcaption></figure>
<!-- /wp:image --></div>
<!-- /wp:group -->

<!-- wp:paragraph -->
<p>Let’s start simple: We’ll take more time to talk about what’s on your mind, understand your current situation, and answer your top questions. If your needs align with our expertise, we’ll continue exploring the process. </p>
<!-- /wp:paragraph -->

<!-- wp:paragraph -->
<p>If it turns out we’re not the right match, we’ll do our best to connect you with someone who can help.</p>
<!-- /wp:paragraph --></div>
<!-- /wp:column --></div>
<!-- /wp:columns -->

<!-- wp:columns {"metadata":{"name":"Step 2"},"animationsForBlocks":{"animation":"fade","variation":"up","delay":0,"once":true,"mirror":false,"easing":"linear"},"className":"steps-row","style":{"spacing":{"margin":{"top":"0"}}}} -->
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<!-- /wp:image -->

<!-- wp:paragraph {"align":"center"} -->
<p class="has-text-align-center">About <br>2 weeks</p>
<!-- /wp:paragraph --></div>
<!-- /wp:column -->

<!-- wp:column {"verticalAlignment":"top","width":"80%","style":{"spacing":{"blockGap":"var:preset|spacing|15","padding":{"top":"var:preset|spacing|30","bottom":"0","left":"0","right":"var:preset|spacing|30"}}},"backgroundColor":"first"} -->
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<div class="wp-block-group mobile-align-center step-details"><!-- wp:heading {"textAlign":"left","level":3} -->
<h3 class="wp-block-heading has-text-align-left">2. Discovery Meeting</h3>
<!-- /wp:heading -->

<!-- wp:image {"id":1991,"width":"20px","sizeSlug":"large","linkDestination":"none"} -->
<figure class="wp-block-image size-large is-resized"><img src="https://patterndev.upthinksolutions.com/wp-content/uploads/2025/09/clock.svg" alt="" class="wp-image-1991" style="width:20px"/><figcaption class="wp-element-caption"><strong>1 HOUR</strong></figcaption></figure>
<!-- /wp:image --></div>
<!-- /wp:group -->

<!-- wp:paragraph -->
<p>Before we meet, you’ll have a bit of light homework. We'll ask you to bring a few basic financial documents to help get a detailed understanding of your financial picture. </p>
<!-- /wp:paragraph -->

<!-- wp:paragraph -->
<p>But this meeting isn’t about the numbers—it’s about you. We’ll focus almost entirely on what matters most to you: your values, goals, relationships, and the purpose behind it all. Understanding these things helps us build a plan that’s not just financially sound, but truly meaningful to you. </p>
<!-- /wp:paragraph -->

<!-- wp:paragraph -->
<p>(Psst: Between now and our next meeting, we’ll have lots of homework too! This is the part where we get down to business modeling your current retirement plans, running projections, and building a list of action items to present during our Strategy Session.)</p>
<!-- /wp:paragraph --></div>
<!-- /wp:column --></div>
<!-- /wp:columns -->

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<figure class="wp-block-image aligncenter size-full"><img src="https://patterndev.upthinksolutions.com/wp-content/uploads/2025/09/strategy.png" alt="" class="wp-image-1989"/></figure>
<!-- /wp:image -->

<!-- wp:paragraph {"align":"center"} -->
<p class="has-text-align-center">About <br>1 weeks</p>
<!-- /wp:paragraph --></div>
<!-- /wp:column -->

<!-- wp:column {"verticalAlignment":"top","width":"80%","style":{"spacing":{"blockGap":"var:preset|spacing|15","padding":{"top":"var:preset|spacing|30","bottom":"0","left":"0","right":"var:preset|spacing|30"}}},"backgroundColor":"first"} -->
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<div class="wp-block-group mobile-align-center step-details"><!-- wp:heading {"textAlign":"left","level":3} -->
<h3 class="wp-block-heading has-text-align-left">3. Strategy Session</h3>
<!-- /wp:heading -->

<!-- wp:image {"id":1991,"width":"20px","sizeSlug":"large","linkDestination":"none"} -->
<figure class="wp-block-image size-large is-resized"><img src="https://patterndev.upthinksolutions.com/wp-content/uploads/2025/09/clock.svg" alt="" class="wp-image-1991" style="width:20px"/><figcaption class="wp-element-caption"><strong>1 HOUR</strong></figcaption></figure>
<!-- /wp:image --></div>
<!-- /wp:group -->

<!-- wp:paragraph -->
<p>With an understanding of your current path, we’ll confirm if you’re on track or if anything needs to shift to help you achieve your goals. You’ll receive a comprehensive package of our findings, observations, and recommendations, including a review of and recommended improvements for your investments, tax return, estate plan, insurance, and Social Security. </p>
<!-- /wp:paragraph -->

<!-- wp:paragraph -->
<p>Our goal here is to help you move forward with purpose and peace of mind, while staying on track in the long run.</p>
<!-- /wp:paragraph --></div>
<!-- /wp:column --></div>
<!-- /wp:columns -->

<!-- wp:columns {"metadata":{"name":"Step 4"},"animationsForBlocks":{"animation":"fade","variation":"up","delay":0,"once":true,"mirror":false,"easing":"linear"},"className":"steps-row last","style":{"spacing":{"margin":{"top":"0"}}}} -->
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<div class="wp-block-column is-vertically-aligned-top" style="flex-basis:20%"><!-- wp:image {"id":1990,"sizeSlug":"full","linkDestination":"none","align":"center"} -->
<figure class="wp-block-image aligncenter size-full"><img src="https://patterndev.upthinksolutions.com/wp-content/uploads/2025/09/handshake.png" alt="" class="wp-image-1990"/></figure>
<!-- /wp:image --></div>
<!-- /wp:column -->

<!-- wp:column {"verticalAlignment":"top","width":"80%","style":{"spacing":{"blockGap":"var:preset|spacing|15","padding":{"top":"var:preset|spacing|30","bottom":"0","left":"0","right":"var:preset|spacing|30"}}},"backgroundColor":"first"} -->
<div class="wp-block-column is-vertically-aligned-top has-first-background-color has-background" style="padding-top:var(--wp--preset--spacing--30);padding-right:var(--wp--preset--spacing--30);padding-bottom:0;padding-left:0;flex-basis:80%"><!-- wp:group {"className":"mobile-align-center step-details","layout":{"type":"flex","flexWrap":"nowrap"}} -->
<div class="wp-block-group mobile-align-center step-details"><!-- wp:heading {"level":3} -->
<h3 class="wp-block-heading">4. Mutual Commitment Meeting</h3>
<!-- /wp:heading -->

<!-- wp:image {"id":1991,"width":"20px","sizeSlug":"large","linkDestination":"none"} -->
<figure class="wp-block-image size-large is-resized"><img src="https://patterndev.upthinksolutions.com/wp-content/uploads/2025/09/clock.svg" alt="" class="wp-image-1991" style="width:20px"/><figcaption class="wp-element-caption"><strong>1 HOUR</strong></figcaption></figure>
<!-- /wp:image --></div>
<!-- /wp:group -->

<!-- wp:paragraph -->
<p>The most important step? Sleep on it. We’ll be providing you with lots of information to digest and consider, and this is a decision that shouldn’t be rushed. The next time we meet (usually about a week after the Strategy Session), we’ll dive deeper into what our relationship would look like moving forward. </p>
<!-- /wp:paragraph -->

<!-- wp:paragraph -->
<p>If you’re comfortable and confident in your decision to work with our team, we’ll have everything ready to get the ball rolling so that you can retire confidently, maximize your income, and reduce your tax bill - all while enjoying your retirement and leaving the legacy you want.</p>
<!-- /wp:paragraph --></div>
<!-- /wp:column --></div>
<!-- /wp:columns --></div>
<!-- /wp:group -->

Pattern CSS

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