Step 1: Get to Know Each Other
To start, we’ll hop on the phone for a quick, casual phone call where we’ll discuss what you’re looking to get out of our services. This way, we can determine whether or not we offer what you need. If for whatever reason we’re not the right fit, we’ll refer you to someone who is.
Step 2: Let’s Meet Up
Next, we’ll invite you to an in-person meeting, where we’ll chat about everything from your goals and concerns to your history and vision for the future. During this time, we’ll gather your financial documents and review them before beginning our comprehensive evaluation of your financial situation.
Step 3: Time to Get to Work
Once we have all the necessary information, we’ll begin reviewing your finances and determining where we can add value to your life. During this process, we’ll answer questions such as:
- How can I improve my cash flow?
- Which saving strategies suit my lifestyle?
- How can I effectively pay off my mortgage?
- Am I on track to retire when I want?
- What strategies could I be using to reduce taxes?
Step 4: Educate, Align, Decide
After we have completed our evaluation, we’ll meet up to identify what areas we may bring value in addressing. This meeting will provide insight into how our services can help you resolve any questions or concerns on your mind.
At the end of this meeting, you can decide whether or not you would like to continue. Or, you can take some time to evaluate the benefits of this partnership before giving us an answer.
Step 5: Make It Official
If you decide to continue with our services we’ll schedule a meeting to review and sign the necessary paperwork. During this time, we invite you to ask any remaining questions or concerns you have. Before this meeting takes place, we’ll provide you with a detailed document outlining our process and a 12-month agenda explaining what's going to happen next and when, so you have a clear understanding of what to expect.