Discovery Meeting
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in answers to your primary concerns and questions. We then share how we work with our clients so you can leave this meeting knowing if we're the right fit.
Second Meeting/Our Analysis
Here is where we will provide a review of your full financial picture: Are you on track to achieve your goals such as retirement, saving for a specific event, etc? Is your portfolio allocated appropriately for taxes? Can your portfolio allocation be improved and or better aligned to achieve your goals? What withdrawal rate would be needed to support your lifestyle?
During this meeting we will illustrate a path towards your financial goals and evaluate where you are currently.
Third Meeting/Moving Forward
During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.
Prior to this meeting, our goal is to have answered all of your questions and concerns.
While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.
Ongoing Planning
This is the part of the process in which we believe is the most important. Once we have illustrated your investment plan, we then become your guide to helping you plan your future. It's easy to let important tasks slip through the cracks, which is why we created this step to help ensure everything gets implemented from the plan. We follow up and meet as necessary to help make sure you feel confident and stay on course to achieve your goals.