Our Process
Meeting #1: Intro
We offer a 20-30 minute complimentary intro meeting so that we can get to know each other and ensure we align with your financial needs. Choosing a financial advisor is a lot like choosing the right specialist for medical care, it’s essential to partner with the correct professional. By the end of this meeting you will understand what it means to engage with us and how we will partner together.
Meeting #2: Discover
Once you decide to work with us, we will add you to our web-based client platform so that we can begin gathering your personal and financial information. At the Discover Meeting we will learn more about your financial goals. We learn about where you are and where you want to go. This meeting is all about learning and fact finding.
Meeting #3: Create
We share a draft of your one-page financial plan so that we can keep bringing clarity to what we are working towards. The one-page plan includes recommendations and action items that will help you reach your goals and dreams. We will go over the plan and make any adjustments that are needed. The main goal of this meeting is to land on the best path to your goals.
Meeting #4: Review & Implement
In Meeting #4 we will guide you through the final plan to make sure you understand it and the actions/tasks that need to take place to implement it. We will support you by providing trusted individuals in our network to work with as you implement the tasks. We go over our online client platform that will be your hub for budgeting and our ongoing relationship.
What happens after the Review & Implement Meeting?
Investment Management
At all levels of service, we provide Investment Management services. Our tailored approach balances your risk tolerance with your long-term objectives, ensuring your portfolio is strategically positioned for optimal performance and alignment with your life goals.
Ongoing
Support
We are your partner in life and finances. We hope you reach out and when you need us! You can schedule a meeting or call anytime to ask questions or seeks advice. We are a phone call or text away! We also schedule intentional twice yearly meetings to stay on track towards short term and longterm goals.
Plan Adjustments & Tweaks
Life changes, which means plans change also. Nothing in carved in stone, so we will continue to evaluate and adjust your plan as you work towards and conquer goals and dreams. Your plan is a living document and we will adjust it through your life stages.