Intro Call
First, we need to get to know one another. A quick preliminary discussion with our team will help us determine if we can be of service to you. We will match you with one of our Financial Advisors (unless you have one picked out) and schedule a complimentary introductory meeting. Contact us below to set this up!
Introductory meeting / Get to know you
During your complimentary introductory meeting, we want to have a genuine heartfelt conversation to understand and gain insights about your family, current situation, future horizons, and feelings regarding money and life. You will also learn more about our firm’s operations, advisors, and philosophy. This conversation will help us decide whether we are a good match for each other. If you are comfortable moving forward, we will proceed with a more detailed review of your financial situation. We will review your financial documents and then spend a great deal of time asking you questions to ensure that we understand your circumstances, priorities, and values.
Analysis, Recommendation, and Implementation
After this initial meeting, your advisor (and team) will analyze your situation and produce a tailored recommendation for you. Through a series of meetings and conversations (as needed), we will help you understand and implement those recommendations and set your plan of action in motion so you can get closer to accomplishing your goals and dreams!
Staying the Course
We believe that the financial planning process is never complete. Life and circumstances change, as do goals and dreams. To help keep you on track, we think it is necessary to maintain a long-term relationship with you and your family. We will meet or talk regularly to update your plan based on changing circumstances. Our goal is that through regular reviews, we can provide guidance so that as things change, you will continue to make the most effective decisions possible and accomplish all you set out to accomplish.