Get to Know You
Quick call for introductions and discuss any time sensitive issues to address and learn a bit about you. This call is about 15 minutes. Can we help you, and does it make sense to meet for next steps.
Hint: We are deciding if we like you and want to work for you on this call. You should do the same thing. Is it worth a second date?
All About You
This meeting is a little more in depth. We want to learn a lot about your background and begin to understand your relationship with money. This is also the time when we will gather information to begin building your balance sheet. We also help you set up your web portal.
Hint: We are deciding if we like you and want to work for you in this meeting. You should do the same thing. Is it worth a third date?
Your Plan
In this meeting, we will walk through your financial plan and review any recommendations we may have for you. We will share with you any changes we would recommend and why we recommend them. We will show you the primary focus areas that need immediate attention and map out the future financial priorities so that you know where we are and where we are going. Once we agree on plans moving forward, we go to implementation.
Hint: We want to date you at this point. You should strongly consider it, this could be the best decision of your life.
Implementation
This is when things get serious, and you officially become part of our family here. We set up new accounts, transfer, and begin to organize your financial life on your behalf. You won’t be left in the dark, you will receive weekly updates. Even if nothing changes, you will hear from us.
90 Day
We walk through and review your accounts, your financial dashboard, and answer any questions that may have come up. We also set expectations for regular reviews and the cadence we will be on. This is the exhale portion where you can now see everything in one place, and you have a financial plan mapping out your glidepath.
