1. Hello! Tell Us About You
We know there are lots of financial advisors out there. You need to feel comfortable to trust the person you choose to help in your financial life. It is imperative for you to know who we are and what we are all about. For us, we need to know who you are, where you came from and what is important to you and your family. We will look at where you are, where you want to go and how we can work toward those goals. We believe being overly honest and clear in every conversation is the best quality in a relationship, especially when working in finance.
2. Financial Plan
This is where we present our complete diagnostic of your current financial situation and our recommendations for how to help you bridge the gaps in order to pursue your goals. This plan will form the foundation for all of our work together. We encourage you to take the time necessary to be completely comfortable with the plan before taking the next step.
3. Implementation
Together, we will execute the documents necessary to put your investment plan in motion. We will organize, support and process all of the moving parts of the implementation process. We will also answer any questions you may have so that you understand exactly what is happening with your money.
4. On Going
We know that things change all the time, and we are available to help you navigate through any questions or concerns you may have. Additionally, we will schedule annual financial plan reviews. This meeting will give us an opportunity to review any major changes in your personal or financial situation since our last meeting and determine if these changes necessitate adjustments. We will also review your overall progress toward your long-term financial goals.