Onboarding Process
Step 1: The Discovery Meeting
What do you value?
This is different for everyone, including spouses. Figuring out the answer to this question will be the focus of our initial meeting.
Where are you now?
Most people don’t have their financial lives organized but have access to everything needed to answer this question. We will send you a survey to organize it all in one place that we can then discuss during our Discovery Meeting.
Where do you want to go?
Writing down where you want to go is often the difference between having the future you want and the future that happens to you by default. While goals are constantly changing for most people, we will help you put some specific goals in place to get started.
Step 2: Our team gets to work
Using our resources and expertise, we will put together actionable steps that we believe will allow you to get from where you are now to where you want to go while aligning with the values discussed in our Discovery Meeting. Once all the numbers have been crunched and projections assembled, we will reach out to schedule a second meeting to go over our recommendations and discuss the rough-draft plan we have built. To see more on different aspects we will be addressing during this process, click below.
Step 3: Plan Review
Our plan review is a conversation, not a presentation as this isn't a sales pitch. We will start by showing you the likelihood of achieving your stated goals. This will include highlighting any red flags that came up during our review. Throughout this meeting we will provide you with a list of actionable items to improve your outlook.
We have now gathered and analyzed enough detail to answer specific questions, so we strongly encourage participation when going over all of the detailed projections and recommendations. We want to ensure that all of your concerns and questions are addressed.
Initial Review - conclusion
To wrap up our review process, we will provide you with a one-page financial plan that is simple to follow and easy to implement. You can implement the plan yourself, take the plan to other advisors to implement, or you can hire us to implement the plan and manage it for you.
Everyone that has gone through this process with us has told us that it was beneficial and that they have gained a better understanding of their finances, even those that had a current plan and/or advisor.
Our team uses this process as a way to interview potential clients and determine if they will be a good fit for us, which is why we don't charge for it. This is also a free-look into our services for clients which we feel is important because we only want to work with people that want to work with us and value the service we provide.
Implementation
We understand that managing finances can be a daunting task, and some people may feel overwhelmed by the process. Others may simply prefer to delegate this responsibility so that they can focus on other things they enjoy. Whatever your reasons may be, we're here to help. If you decide to move forward and hire us as your trusted advisor, we'll take over the responsibility of implementing the recommendations discussed and managing your plan going forward. By delegating the management of your finances, you can now focus on the things that matter most to you. You can rest assured that we're fully dedicated to helping you achieve your financial goals, whatever they may be, and we'll work tirelessly to ensure that you get the most value from your money.