Our Process
Initial Phone Call
We take about 30 minutes getting to know one another and understanding whether what I do dovetails with what you want. There needs to be a good fit between my expertise and your expectations.
If we both agree that mine is the right firm, we move on to the next phase. If not we will gladly introduce you to a firm that better suits your needs.
First Office Meeting
We schedule a meeting in my office or over Zoom. We take time to develop clarity on your most important concerns and priorities. You bring relevant documents and answer some key questions. What we’re looking at includes:
- Are you on track to reaching your financial goals?
- Are you paying too much in taxes?
- Are you satisfied with your current investment process, returns and advice, or can it be improved?
- What are the risks to your financial independence and how can we eliminate them?
- Do your investments reflect your values?
Second Office Meeting
During this meeting we answer your questions, and show you the results of our analysis of your situation. Then, there are two options: a) we can move on to the next step, where we begin putting your plan into action; or b) you can take time to think about it.
a.Taking action. If you are ready we will schedule a follow up meeting where we will sign the agreements and and move on to the next step.
b.Thinking about it. Deciding where you’re getting your financial advice is one of the most important decisions you make. If you want to take more time, that’s great. It’s important that you feel we share your values, and that our recommendations make sense to you. You need to measure our cost versus your benefit and feel confident and comfortable with your decision.
Third Meeting
During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client.
In the final analysis, this is all about taking action.
This part is on us. Calling on our experience and our relationships with some of the best minds in the business, we answer the questions uncovered in our conversations with you. Then, we develop an overarching plan for meeting your financial goals.
Ready to have that initial phone call?
Click here to schedule an appointment.
Interested in becoming a client?
Let’s have a conversation…
Choosing your wealth planner is a big deal. It requires feeling like you’ve made the choice that’s good, true and right for you.
Why do we do this? Because this is a partnership. Entering into it must be a thoughtful and clear-eyed process. You need to be confident that you’ve made the right decision. That’s why I want to spend a little time with you.
What does your consultation cover?
- We look at your cash flow
- We review your current investments
- We do an analysis of your tax situation
- We review how you’re prepared for retirement
Yes, you might have $500,000 in assets, or maybe more than $1,000,000—but those are just numbers. Each of the above areas--cash flow, investments, taxes and retirement timeline--greatly impacts your financial picture. Any serious financial planner should be doing a comprehensive review and asking you questions about these things.
Understand, this consultation process
costs you nothing.
The point is to make sure you’re going into this fully informed. In total, it’ll take about an hour and a half of conversation, plus some thinking time for you as well as for me.
Free Consultation Request
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