Our process starts with learning about your current lifestyle and personal goals. The planning of your future comes first, and the determination of what you need to meet your goals comes second. While we adjust our process to individual needs, our usual process consists of the following seven steps:
7 STEPS TO FINANCIAL SUCCESS
Your questions are answered, you learn how you can work with us and our fee structure. If interested, a Get Acquainted meeting can be scheduled to meet at no cost. Additional information about the firm is sent to you for your review or may be downloaded from the website.
Get Acquainted Meeting
A meeting is held with you in person or via telephone or other electronic means. This meeting allows you to discuss your situation and needs. Your questions will be answered and we may ask questions from the documentation you provide prior to this meeting. A fee estimate is also provided.
By signing a Client Agreement and providing a deposit (for new clients only), you have hired us. A list of the documentation needed to enable us to provide initial recommendations is given to you.
Interim Meeting or Phone Call
A meeting or phone call is scheduled to answer questions from the documentation you have provided, review all assumptions and a time is scheduled for the final recommendations meeting.
Updates are made to the information prepared by the advisor based on the interim meeting or phone call. Then, the analysis is generated, and the final plan and recommendations are prepared.
Recommendations Provided at Presentation Meeting
The final presentation meeting is scheduled to review goals, possible options and recommendations and to discuss next steps. Next steps could be instructions on how to implement yourself or with our assistance.
After the meeting, you review the information and determine which aspects of the plan you wish to implement. We contact you within a week and prepare a roadmap of the action items that need to be accomplished, if necessary.
You will have a follow up within a few months to see how things are going and to ask if there are any obstacles or challenges that are getting in the way.