How We Do Things
(All Steps Can Be Done In-Person, Electronically or Virtually)
To start, an initial call.
First, we’ll have a quick 15-minute conversation to ensure your situation matches our expertise. After this discussion, we’ll both have a better understanding of how the relationship might work.
Then, first meeting.
The objective of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. Your answers to our questions, along with the documents we request you bring, will guide our analysis.
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?
Second meeting, what needs to be done.
During this meeting, 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 meeting, we will ask you if you would like to proceed with our firm. If you would like to sleep on it, no problem.
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.
During this meeting, we will answer any questions you have and if you are ready, start the paperwork to become a client. Prior to this meeting, we will have sent you a detailed explanation of this process and answered all of your questions and concerns.
*While we would love to work with you, if you decide that it’s not a good fit, we will wish you all the best in every success. In other words, there is never a hard sell or pressure to say yes.