Schedule an Appointment to get started and you will be prompted to fill out a brief personal profile so we can use our time the most effectively. We will immediately send you an email confirming your appointment and provide you a list of helpful documents to have handy and what to expect out of your appointment.
During our discovery meeting we will establish if there is need for a follow up analysis of your goals. During this appointment we will more specifically answer your questions and present our recommendations. After that appointment you will have time to let us know if you would like us to implement the plan.
Signing paperwork to be a client is done through DocuSign. We will collect any missing information to fill out that paperwork, request statements of any accounts being transferred beforehand. We also take this time to send you client portal login information and schedule your plan overview appointment.
Depending on the complexities and timeline of a client's goals we hold focused appointments with clients 1-4 times a year. Our first focus is your plan overview to outline the priorities and schedule of our meetings. Our clients have unlimited communication with their advisor to ask questions. Our focused appointments will cover Insurance, Income/Cash Flow, Estate Planning, Tax Planning, and Investment Planning.