•Introduction

Our first step is to introduce ourselves and get to know you better. We will spend this time asking lots of questions to ensure we are a good fit for you and vice versa. Our goal during this step is to clearly communicate expectations, transparent fees, and overall services offered as part of our planning process. Don’t be shy! We are excited to build lasting connections with you and your family!

You can expect this meeting to last between 15-30 minutes and can take place via phone call, zoom, or in office.

•Discovery

After our introductory meeting, you may choose to work with one of our advisors to develop a plan that is unique to your needs. We will inform you of what demographic and financial information we need to best advise you along the way. Over the next few weeks, you will track down the necessary information and documentation to help develop a strategy we can successfully implement and achieve. This might include financial documents, account statements, estate planning documents, tax returns and other pertinent information.

You can expect this to take 2-3 weeks depending on the time you have available to gather this information.

•Planning

Once you’ve gathered the information required to help develop a plan, our team will begin conceptualizing strategies that we believe will help you achieve your goals. It’s very important to us that these strategies align closely with the values you shared with us during our previous meetings. We are determined to provide sound advice while considering your overall objective. Our next meeting will be to discuss a gameplan to determine the order in which we approach each individual strategy. We want to make these steps easily digestible and not overwhelming so we can tackle each thing sequentially.

You can expect this meeting to take between an hour to an hour and a half. *On occasion, this meeting is broken down into 2-3 follow up meetings to give us enough time to treat each subject matter with the detail necessary to successfully execute.*

•Execution

Now that we’ve got a plan in place, it’s time to execute. The most important, yet sometimes most overlooked step. We will guide you through the framework to implement our plan, starting your journey toward financial wellness. We will spend this time completing the tasks we discussed in the previous meeting and will continue to monitor these proposed actions until completion. We will maintain these strategies and make adjustments along the way as new situations and circumstances occur. We will meet annually at a minimum to refine the details of the plan to ensure we are still moving in the right direction. You will be given access to a ‘Client Dashboard’ where you can track plans, account balances, and any documents we may have discussed throughout the process.