Broker Check

Our Process

An exceptional client experience begins from the very first meeting, tailored to your specific situation and life goals.

Initial Meeting

Initial Meeting

This 45-60 minute meeting provides a chance to learn more about your situation including your needs, goals and aspirations. We also share about our firm what you should expect as a client. With transparent expectations and costs outlined, we’re able to mutually determine the best path forward. From this meeting, both sides have homework. You will gather financial documents and data, and we’ll put together the financial plan.

Financial Planning Meeting

Financial Planning Meeting

This 60-90 minute meeting includes the financial plan presentation, diving deep into strategies that will have a positive impact on your financial future. We spend time evaluating different solutions and understanding the impacts of your decisions today. Our goal from this meeting is to both inform and educate, helping you take ownership of your financial future. We want you to understand the WHY behind each recommendation and strategy – we’ll take care of the HOW. Together we mutually agree to action items moving forward. By helping implement these steps, we keep you accountable to your plan.

Accountability and Education

Accountability and Education

We continue to meet on a recurring basis, typically every 6-12 months depending on needs and desires. During complex times we often see clients more frequently. These check-ups are to keep you accountable to your goals and to continue educating on financial topics pertinent to you and your situation. We’ll be updating and monitoring the plan ensuring you’re still on track in your financial journey, and we’ll be diving deep into specific topics that should be reviewed on a regular basis.

Have a Question?

Thank you!
Oops!