Our Process
Our goal is to make your life better. To help accomplish this, we have developed a highly consultative process in working with you.
This process starts with discovering where you are in life and where you want to go, progresses with the development of your investment and advanced financial plans, and continues with regular contacts to make sure your strategies are moving you toward your goals.
Discovery Meeting
At the discovery meeting, we ask you a series of questions to really understand what is most important to you, what you would like to accomplish, and what keeps you awake at night. It’s our chance to get a clear picture of you so that we can guide you in achieving these very important goals.
Investment Plan Meeting
After the discovery meeting, our financial planning team gets to work, assessing the strategies that can help accomplish your goals and remove your obstacles. At the investment plan meeting, we present our portfolio recommendations, accounting for essential factors such as your appetite for risk, investment timeline, and return needs.
Mutual Commitment Meeting
We hope you are excited to work with us and believe in our ability to help you navigate your financial journey. If you are ready to move forward, we mutually commit to working with one another. If we are not the right fit for each other, our team is happy to refer you to someone we believe can help you.
45-Day Follow-Up Meeting
An effective and efficient wealth management plan is built on organization. While we are working on your advanced financial plan, we meet with you to organize your account paperwork. We discuss any updates that have arisen since we last talked, and answer any questions you may have.
Regular Progress Meetings
We meet with you regularly to review the progress of your investment and advanced financial plans. We catch up on the changes in your life (e.g., job promotion, new grandchild) so that we can make the necessary updates to your strategies. We also want to hear from you in between meetings and encourage you to call us whenever you face a life change, a big expenditure, a concern about market performance, or really, any financial question, big or small.
