Our Process
Our Six-Step Process
- Stage 1: Introduction
This first meeting is an open dialogue where we will ask questions about you personally, as well as learn more about your general financial goals. It is also a chance for you to meet our team and understand our process.
- Stage 2: Discovery Meeting
Discovery Meeting: This is a comprehensive look at your life and current financial situation. We go through a total client profile as we ask questions to understand your goals, values, and priorities; and analyze your financial statements to gain a clearer understanding of your objectives.
- Stage 3: Strategic Plan
We use the information gathered during the discovery meeting to create a roadmap which includes a holistic financial plan and investment strategy that aligns with your objectives.
- Stage 4: Engagement
Once we all determine that we are a good fit, our team will start the implementation of your personalized plan. That includes initiation of account opening, asset transfer, and application of your personalized investment plan.
- Stage 5: Wealth Management
As a client, our team will create a customized meeting schedule where we update your financial plan, review your investments, and assess advanced planning opportunities as we seek to optimize your plan. During these review meetings, we provide market insights, the latest industry education, and actionable financial guidance in understandable terms to help you continually make progress on your goals.
- Stage 6: Work Optional
Our ultimate goal is to provide you peace of mind about your financial situation. Whether you are retired or employed, we strive to create plans that allow you the flexibility to determine whether or not you want to work.
