We'll start with a scheduled quick 15 minute introductory phone call to help us both make sure that we have the expertise for your unique situation.
If we aren't a good fit for you, we'll let you know and will point you in the direction to get the advice you need.
First meeting (virtual or in person)
In this meeting we will ask questions learn all about your family, unique situation, goals and accomplishments.
Though a guided conversation with a series of open ended questions, we'll get to the heart of what is important to you about money.
We will then analyze your answers and data you have shared to create your money makeover report.
Behind the scenes, we will be hard at work applying our decades of experience, training and education to answer your questions and assess the following as we create your money makeover report:
In this meeting we will share the results of our analysis and answer your questions and presentour findings in your money makeover report.
Then we'll provide plain english, actionable advice, explaining what you can do to acheive your goals.
We will not do any paperwork or open any accounts in this meeting.
We have a mandatory minimum overnight cooling off period built into our process. We are in no rush for you to make a decision.
We are focused on building long-term (life long) relationships with our clients and want to allow you the time needed to make the best decision for your future.
Once you've decided to become a client we will make sure that we have answered all of your questions and will outline what to expect during the client onboarding process prior to this meeting.
We will then meet to formalize our relationship through the signing of paperwork and double check that we haven't missed anything important.
We are comitted to your success. What get measured gets done.
Experience has taught us that regular check-ups improve our client's outcomes. We understand that life can be messy and you may find yourself feeling off track when facing the unexpected.
This is why we like to circle back and review your progress toward your goals on a regular basis.
For Clients Only
When you find yourself facing a big financial or life decision and are not sure if there are unintended financial consequences, we are available to help on short notice.
Want a financial planner who treats you like a partner instead of like an account number? We're on a mission to end the frustration, stress and uncertainty associated with dealing with your finances.
It all starts with a casual 10 - 15 minute conversation on the phone.
Click the button below and pick a time to chat.