FIVE STEP PROCESS
Our consultative process begins with learning about you
We approach each new engagement with a time-tested, collaborative process. This allows us to have an open dialogue in which we learn about your values and goals while working with you to tailor a plan to help meet them.
At our initial meeting, we conduct a discovery interview. We examine your current situation, your values, the goals you would like to achieve and how we can maximize the possibility of achieving those goals.
At this meeting, we present our diagnosis of your current situation and our recommendations for how we believe we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together.
We are ready to make a mutual decision about whether our firm can add substantial value. Should we choose to work together, we commit to each other to work toward achieving everything that is important to you and your family.
Paperwork can be overwhelming. We try to make your life easier by helping to organize and sort things out. We also ensure you are comfortable with our login process, and answer any questions you may have about what is happening with your money.
These meetings provide us an opportunity to review any major changes in your personal or financial situation, and review your overall progress toward your long-term financial goals. We’ll also begin the implementation of advanced planning.