Broker Check

Our Process

What You Can Expect

Our financial planning framework is designed to offer insights into your present financial status, address your short-term and long-term goals, and formulate a strategy to accomplish them.

Step 1: Discovery Phone Call

Step 1: Discovery Phone Call

Before we commit a significant amount of our time or yours, this quick call will make sure your situation aligns with our expertise. It's a complimentary call - no sales pitch involved. If we can help you, we will schedule an Introductory Meeting with the financial advisor who is best suited to your needs.

Step 2: Introductory Meeting

Step 2: Introductory Meeting

We use this meeting to get to know one another. Prior to the meeting, we request a few basic documents, like your account statements and most recent tax return for review. While not necessary to provide before the meeting, this information helps us help you identify your goals and how to best accomplish them. 

At this point there is no commitment required of you, other than your time.

Step 3: Plan Presentation

Step 3: Plan Presentation

After our initial meeting, we'll schedule another meeting to present and discuss the comprehensive, individualized financial plan we build for you. During this meeting, we will disucuss - very clearly - where you are currently at and the specific steps you need to take to achieve your financial goals. 

At this point there is no commitment required of you, other than your time.

Step 4: Decision Time

Step 4: Decision Time

We understand – picking the right financial planner is a big decision! Once we've discussed your financial plan, you can decide if you want to take the reins and implement the plan yourself, paying a one-time fee for access, or if you'd rather have us handle it for a monthly asset based advisory fee. If you decide to work with us as your ongoing financial partner, we will initiate the onboarding process to welcome you as a valued advisory client.

Step 5: Implement and Enjoy

Step 5: Implement and Enjoy

Onboarding as a new client is easy. We'll gather any additional information needed, set up a profile for you in our financial planning system, and start implementing your plan together. 

We are a resource for our clients. Regular reviews of your plan and its progress allow us to make adjustments as needed.

For more information about how we can help you, or to schedule a consultation, submit this form and we’ll be in touch!

Thank you!
Oops!