Over the years we have honed a process that we believe gives our clients peace of mind as well as the tools to empower them to become greater custodians of their financial lives. The following outlines the process for our Financial Planning clients. 

Step 1 – Initial Inquiry

We provide a brief description of our services, philosophies, methodology, and fee structure.

Step 2 – Introductory Meeting

This is an opportunity to exchange information about your needs and objectives and to further discuss if our services are right for you. If you choose to use our services, we will provide a list of additional information that we will need to begin formulating your financial blueprint.

Step 3 – Data Gathering and Initial Preparation

You will need to gather the requested data and provide it to us approximately two weeks before your first planning meeting. This can seem like a lot to pull together but if you have any questions we can help! After receiving your information, we will complete our review and prepare initial reports that we will discuss at your next meetings.

Step 4 – Pilot Year Meeting Series

  • First Month: Meeting #1- Planning   
    Address your concerns, goals, and vision for the future to strategize an optimal path forward.

  • Second Month: Meeting #2- Investments 
    Review current holdings, provide investment education, and devise a strategy that is appropriate for you.

  • Third Month: Meeting #3- Initial Recommendations
    Discuss all recommendations and review required actions to set your plan in motion.

  • Ninth Month: Midpoint Check-In
    Need help implementing our recommendations? We’ll check in to see how you’re doing.

Step 5 – Ongoing Support and Implementation Assistance

We help you implement your action plan and provide you with a partner for continual financial planning direction and support. Effective planning takes into consideration your evolving life circumstances so that decisions continually integrate with your purpose-driven goals.