How We Do Things
(All steps can be done in-person or virtually)
To start, an initial call
First, we’ll have a 15 to 30-minute conversation to talk about what’s on your mind and ensure your situation matches our expertise. After this discussion, we’ll both have a better understanding of how the relationship might work.
Then, first visit
Getting acquainted. The objective of this meeting is to see what questions you may have and get a clear understanding of your goals, concerns, and unique financial situation.
We’ll also gather some information to help us generate two complimentary summaries to show you where you are right now.
Second visit: tax clarity
We’ll present your two complimentary reports:
Personalized financial summary
- Personalized tax report
These two reports will give you an understanding of where you are and where you’re going.
Consider your options
If you choose not to work with us right now, simply keep your free tax clarity summary.
Go through our process for a flat fee and get a full retirement plan. You can take this to your current advisor or put it in place yourself.
Plan and implement:
Get your retirement plan fee waived if you choose to have our team implement the retirement plan built for you.
After that, we’ll begin the analysis
We will apply years of experience, along with ongoing training and mentoring by the industry’s top experts, to answer the following questions:
- Are you on track to meet your long-term goals?
- Can your tax bill be reduced?
- Can your portfolio be improved?
Third visit, what needs to be done
During this visit, we will explain exactly what you need to do to achieve your financial goals, including the answers to the three questions we asked during our analysis. This is where you will see — in dollars and cents — how our firm can improve your finances. At the end of this visit, we will ask you if you would like to proceed with having our firm implement your plan or if you would like to part ways as friends.
Sleep on it
Prior to deciding whether we should work together, you will want to answer the following questions:
Last, but not least, let’s get going
When you are ready, we will start the process to implement your retirement plan and, of course, we will refund your initial upfront retirement plan fee.
If this process makes sense, let’s talk.