New Client Process

There is no cost or obligation for this process as we want to know exactly how we can help you before you make any decisions.

Step 1 - Initial Phone Call

Before committing your time or ours, this 10-15 minute phone call will give us both a chance to make sure it would be beneficial to move forward. We will determine on this call if you are looking for "Planning" or "Situational" services. (See "Our Two Types of Clients").

Step 2 - Assess Your Current Financial Situation (One page Asset-Map)

• Gather information
  
• Identify your goals, priorities, and concerns

-The goal of this meeting is to get perfectly clear on your goals, concerns, and current financial situation.

Step 3 - Present Analysis & Recommendations

• Review analysis
  
• Discuss recommendations and future steps

Step 4- Action

• Develop an implementation schedule
  

Step 5- Monitor your Financial Picture

• A financial plan is not something you can "set and forget".  We will connect with you to stay actively engaged so that your plan is always properly aligned with your goals.