We are here to work in a manner that fits your needs. Our complimentary virtual call will help us determine which service level may be the best fit for you, and we make it seamless to change our level of service, as your needs change.
We will assess if we’re a mutual fit, answer your questions, and share more about how we can help.
A meeting all about you. We ask powerful questions focused on uncovering your concerns, goals, values, and money mindset.
We’ll discuss what the client experience will be like, go over our fee structure to ensure we’re all on the same page, then send you our client engagement letter.
After deciding that we’re a good fit and completing a client engagement letter, we proceed to information gathering. We will give you a questionnaire to complete. You’ll then be given access to a secure online portal where you can easily and securely upload the questionnaire and other financial documents in one central location.
We’ll go over your plan, discuss the suggestions outlined, and explain how each one ties back to the specific goals or needs that we’ve previously identified. We then prioritize your action item list and tackle them together at a cadence you’re comfortable with.
We’ll help keep you on track with implementing the plan we’ve put in place. Life is busy and one of the most important parts of our job is to be your accountability partner to help ensure action items get accomplished.
Unfortunately, even those who do pay for financial advice,often fail to implement the recommendations that were provided to them. Most people will implement a few things, but sometimes the work required to implement all the action items can be daunting, then life happens, and things slip through the cracks. Others may simply get overwhelmed by the long list of action items and recommendations and never start.
Partnering together “ongoing” makes financial planning & investment management a consistent process, not a one-time event. The world is always changing and so are your goals. In a way your finances are very similar to your health. Knowledge alone doesn't produce results, it takes consistent, disciplined action to get your financial house in order. We provide this ongoing guidance, coaching, and support to help get you where you want to be.
REMEMBER: FINANCIAL PLANNING IS A PROCESS, NOT AN EVENT