Introduction phone call

Before committing your time, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise.

 

After all, you wouldn’t see a Podiatrist if you needed heart surgery!

If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.

initial discovery

Prescription without evaluation and diagnosis is malpractice.

 

The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.

Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain-English answers to four critical questions.

analysis

review

During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the questions we asked during our analysis.

This is where you will see, in dollars and cents, how our firm can improve your finances.

At the end of this meeting we will ask you to take some time, to sleep on it before deciding to move forward to onboarding.

client

on-boarding

During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.

We will also review your investment policy, schedule your planning appointments and review the next steps for us to begin implementing your plan.

*While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.

planning implementation

Depending on the complexities and timeline of a client's goals we schedule up to four appointments in the first 12 months to review Estate Planning, Investment & Retirement distributions, Risk Management and Insurance, and Taxes.

After the first 12 months we schedule 1-2 proactive planning appointments each year to stay on top of tax planning, investments etc.