Our Process
Our Process
We strive to create an enduring impact that is profoundly positive in the lives of the people we serve by earning the right to be their trusted advisor and being an irreplaceable relationship.
- Introduction
The first step is a 20-30 minute call where we get to know each other and determine if our expertise matches your needs. We will explore what is top of mind for you and understand what you would like to take away from meeting with us.
- Discovery
The purpose of this meeting is to dive deeper by learning more about you - your priorities, concerns, vision, and values. Together, we start crafting your financial roadmap by discussing your goals, understanding your current financial position and identifying key planning areas that are most important to you. Along the way, we will share our philosophy, services, and answer all your questions.
- Strategy
The purpose of this meeting is to review your financial roadmap and demonstrate how we can partner together to improve your financial wellbeing. Building upon our Discovery meeting, we will share an enhanced roadmap that contains our analysis of your current financial position and provide guidance on key planning areas that could improve your financial position and help achieve your vision. We want you to experience partnering with us.
- Recap
The purpose of this meeting is to recap what we have accomplished so far. We want you to have time to review what we have shared, and ask any additional questions. At this stage, we will determine if we are a good fit to meet your needs. There is no rush, no high-pressure sales. This is an important decision and we want you to feel great about it.
- Partnering Together
We look forward to serving you! Now we can finalize strategy, implement ideas, and help you achieve your vision. The first step is to complete your new client engagement paperwork. Then, we will open investment accounts with our custodian, Fidelity, where we manage and monitor your investments. Next, we will collect and review important planning documents such as tax returns, wills, trusts, insurance policies, etc… all the important nuts and bolts to your financial roadmap. Lastly, we will discuss what the years ahead look like. We will serve you through regularly scheduled meetings, proactive outreaches, and ongoing planning. We like to connect with our clients at least quarterly, but will meet as many times as needed.