Our Process
Breaking it down
We know that reaching out to an advisor and initiating that conversation is entering into the unknown for some. To break away from that unknown and to shed some light onto what to expect, below is a breakdown of how our process usually goes. It's typically a three step process, broken down into four phases, if you decide to become a client. Each step along the way serving a specific purpose.
In this meeting, it is more about getting to know you than it is diving directly into the numbers. As we know that the numbers are important, we think it is much more impactful to learn who you are by getting an idea of where you've been, where you are, and where you want to go. Of course, later in the meeting we will discuss accounts and statements, but this is after we establish much more prevalent information that will help us work together as more of friends than anything else.
Depending on how much we were able to collect financially in our first meeting, this step is either collecting more needed information or presenting you the plan we put together for you to reach your goals. With transparency along the way, we will show you exactly what goes into the plan and how we put it together based on what you've said your goals are. This is when any comments or questions are invited to be had, because we are working hand in hand with you and you have the right to help us create this plan specifically to what you want to see.
In this meeting, if we've presented the plan, is the perfect time to address any further questions that may have come up in between meetings. After that, if you like what you've seen and would like to work with us, is when we make working together official with some paperwork and work to establish the advisory accounts here. After this, it is off to the races and paving that path together to reach your goals.