First Call, Zoom, or Meeting - Initial Consultation
15-30 minutes
In our first call or meeting, we’ll focus on understanding your financial needs to make sure our expertise is a good match. Sort of like choosing doctor with a specialty to get the appropriate medical care. You wouldn’t see a heart doctor for a problem with your foot! If our services aren’t the best fit, we’ll connect you with someone who can better support your goals. Your financial success is paramount to us.
Second Meeting - Information Gathering
60-90 minutes
Like a doctor assessing before prescribing medicine, our focus in this meeting is on understanding your current and future motivations. By reviewing a few essential documents beforehand, we gain the insights needed to tailor recommendations that truly suit you. Together, we’ll identify goals for the next 6-12 months and discuss so you have understanding. We also take confidentiality and privacy seriously at every step.
Third Meeting – Analysis, Evaluation, and Recommendations
30-60 minutes
After reviewing all relevant data, we’ll present a clear and concise "One-Page Financial Plan." This plan will outline necessary adjustments and steps to help guide you on your financial journey, covering cash flow, wealth building, retirement, risk management, insurance, estate planning, and more, all tailored to your needs.
Think About It!
5-10 days
Your financial future is too important to leave to chance. The analysis and recommendations in your plan are carefully considered, and we encourage you to use the same care and take your time reviewing them. Then, write down any questions or concerns, and let us know if anything is unclear or doesn’t feel right. We are happy to make clarifications at any time.
Onboarding Meeting
30-45 minutes
Once you’ve fully reviewed, understood, and feel comfortable with your financial plan and recommendations, we’ll gather the necessary details (e.g., legal name, date of birth, beneficiaries) to prepare all required paperwork. During your "Onboarding Meeting," we’ll review the strategy, address any final questions, and complete the paperwork to start implementing your plan.
Annual Financial Plan Review Meetings
60 minutes – typically in May and November
Once your Financial Plan is implemented, it becomes the foundation for our ongoing meetings. Twice a year, we’ll check in to review any life events or changes that may impact your plan, making adjustments as needed. With this solid foundation, you can work towards your financial goals. We are also available whenever you have questions.