Our first step is an ice breaker phone call, where you and your potential advisor would introduce yourselves and your expectations of the process, define a scope for the work to be done, and ensure you’re the right fit for one another.
After such a conversation, your advisor would help you prepare for your in-depth meeting.
The first in-depth meeting is entirely about you. Your advisor will start by asking you questions about yourself, your family, and your career. You’ll be asked about your highest prioritized goals and beliefs; then you’ll walk (together) through the finer details of your current financials, including:
- Incomes
- Expenses
- Assets
- Insurances
- Legal Planning
- Debts
- Credit History
After learning everything we can about you, our team will build a financial plan using services we provide both in and out of house designed to improve your current circumstances and future trajectory.
You will then join your advisor for an instructional meeting in which you will review his or her findings as well as recommendations. These meetings are very detailed, so your advisor will send you a copy of the notes, definitions of key terms, and action items from this session. After reviewing your notes from us, your advisor will offer to debrief your prior conversations and answer any follow-up questions.
After this meeting, you should feel empowered and ready to tackle your highest priorities.
From here, our team members will offer to help implement each recommendation whether it’s something we provide directly, through a trusted contact of ours, or a guided execution via professionals you already know.
Each year we repeat the process - as your lives, markets, and tax laws are always changing.
