Our introduction process will give you answers to the following questions:
Am I going to be able to retire without running out of money?
Is my portfolio setup the best way possible?
Step 1
Introductory Call
15-20 minutes on the phone or Zoom to see if we are a potential fit to work together
High-level discussion of your financial situation and goals for the future
At the end of the call, we will make a mutual decision on whether your situation matches our expertise
Step 2
Discovery Meeting
45-60 minute in-person or Zoom meeting to clarify your needs and goals
Discuss in depth the particulars of your financial situation
Review all pertinent documents (investment statements, social security statement, etc)
Step 3
Financial Plan Presentation
30-60 minute meeting to discuss my financial planning recommendations
Specific recommendations for your investments, estate planning, life insurance, and any other relevant areas
Discussion of fee structure and financial plan implementation. At this point We will ask if you want to begin working with our firm or if you need some time to think it over
Individuals should work with a CPA and estate planning attorney for further support.
Step 4
Think it Over
Take a night and some time to talk with your loved ones to make sure you are ready to work with us
Step 5
Client Onboarding
If you decide to move forward, we will have a quick discussion to gather all the necessary information
