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Getting Started

We know that engaging in a financial planning and investment management relationship is a big decision.  This is why we have a process that demonstrates how we will partner with you to address your key concerns and provides examples of specific recommendations for your situation.  

Step 1: Learn More Call

After you reach out initially, we will schedule a Learn More phone call with you to find out more about what prompted you to reach out, your current financial life and discuss how we work with clients.  If we determine we are a good fit for your planning needs, we will schedule a discovery meeting.

Step 2: Discovery 

In our discovery meeting, our goal is to learn more about you- your challenges, concerns and financial picture. We will also request you bring to the meeting or upload to our client portal several pieces of information related to your income, assets and taxes.  This is so we can get some baseline information on your financial profile in order to create a one page plan. 

Step 3: One Page Plan

We will then hold a follow up meeting where we present our one page plan that summarizes  your goals and priorities along with our recommendations across key areas such as cash flow, investments, tax planning, insurance and estate.  There will be time for you to ask any questions and learn more about how we partner with you as an on-going client. 

At the end of these steps, we will provide a quote for our flat fee on-going advisory services as well as review a client agreement with you.  If you decide to join us as a client, we will move on to the next steps in our new client on-boarding process. Contact us to set up a Learn More call today.