Broker Check

Step 1 - Initial Inquiry

Your Role:
Schedule a call and let us know how we can help.

Our Role:
Listen. Help you decide whether it makes sense to schedule a Get Acquainted meeting. At any point, you may choose not to move forward, and it’s OK to let us know. The search for a financial planner is personal, and it is important to find the right fit.

Schedule an inquiry call

Step 2 - Discovery Meeting

Your Role:
Before you come, fill out a Confidential Questionnaire. This free tool can be a great way to get organized and take charge of your financial information. Don’t let the detail be a barrier to getting started, but the more you bring to the first meeting, the better we can help you prioritize.

Our Role:
Listen. Answer your questions. We work with you to identify your goals and financial plan design challenges. We provide a free quote, identify needed information, and discuss the time-frame.

Start your confidential questionnaire

Step 3 - Data Gathering & Prototyping

Your Role:
Continue to get organized and take charge of your financial information. Send requested documents to us via secure online portal or mail (not email).

Our Role:
Analyze how your current course may meet your objectives and prototype ideas to get you even closer.

Step 4 - Feedback Meeting

Your Role:
Give us as much feedback as possible.

Our Role:
Test ideas out with you. This is often a phone call or virtual meeting. We’re looking for feedback to rule out solutions that won’t work for you and listening for what resonates and seems possible.

Step 5 - Refinement

Your Role:
You may get some initial action items at this point. We encourage you to get started on these so you have as much time to ask questions as possible.

Our Role:
Based on your feedback, we refine your plan, flesh out details, and develop an Action Plan.

Step 6 - Presentation of Your Financial Plan

Your Role:
Ask questions. Challenge us to empower you. Let us know what isn’t clear.

Our Role:
Guide you to the information you need to make decisions and take action.

Step 7 - On-Going Services

Your Role:
Financial planning is an ongoing process, not a one-time event. Test your plan out in the real world. See what works and what doesn’t. Proper implementation, monitoring, and professional updates are crucial to reaching your financial goals. We are not automatically monitoring your plan, but you may contact us at any time with questions or engage us for updates.

Our Role:
Many of our clients are able to carry out plans on their own.  A follow-up coaching session 30 days after plan delivery is included in comprehensive plans.  After that, many clients choose to schedule annual check-ins.

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