Managing your wealth
As we work with you to create a holistic financial picture and plan, we’re bringing together the head and heart in each step of our process below. Through a series of meetings, we get to know you and your numbers – all the while moving closer to a plan that can take you from where you are now to where you want to be.
Step 1: Discovery Meeting
Our first connection is to uncover your initial needs, create an understanding on both sides of the table and explore a fit for working together.
Step 2: Investment Plan Meeting
After discovery, we diagnose your current situation, outline our recommendations for moving forward and explain the details of our investing approach – addressing any questions and concerns along the way.
Step 3: Mutual Commitment Meeting
We agree to move forward together on your journey to financial independence. During this meeting (and those that follow) we provide a comprehensive evaluation for moving forward with your Advanced Plan.
Step 4: 45-day Follow-up
Here, we organize your account paperwork and help you set up a system for keeping it organized going forward. We review your investment strategy and answer any remaining questions.
Step 5: Regular Progress Meetings
Your plan’s progress is reviewed to see if you are on track for meeting your financial goals. We will ask if there have been any changes in your life so that we can adjust your plan and we begin to implement your Advanced Plan.