Our complimentary, no-obligation process will educate you on how to select a financial advisor, address concerns, answer your questions and provide actionable recommendations.
1. Introduction Phone Call
We have a 15-minute initial phone call to make the most of our time and yours, giving us both the opportunity to make sure our solutions are a good fit for your needs. We are happy to make referrals to other advisors, CPAs, or attorneys if we feel we are not a good fit.
2. Inventory and Confidence Checks
We have a first meeting to create a clear picture of your unique situation. We do a Confidence Check, asking what you are most/least concerned about. Then we do a Financial Inventory, asking what your finances look like today?
3. Our Analysis
We review your Financial Inventory and Financial Goals and prepare for our second meeting.
4. Answers and Recommendations
We have a second meeting to explain in a clear, concise manner what you need to help accomplish the things you told us were most important in your life.
5. No Pressure Decision
We ask if you would like to become a client or go home and think about it. Our business is built on life-long relationships, so we are in no rush for you to decide.
6. Onboarding and Paperwork
If you decide to move forward, we get you started.