What to Expect
Initial Inquiry
At the time of your initial inquiry, we will obtain a general understanding of your needs and goals. If we both feel the services meet your objectives and you would like to proceed, we schedule a no-obligation "Get Acquainted" meeting. This meeting can take place in person or over the telephone and will generally last under one hour.
In order to better serve you, you complete a Confidential Questionnaire prior to the "Get Acquainted" meeting. This document outlines your goals, your current financial status, and provides a general understanding of your risk tolerance.
Get Acquainted Meeting
During "Get Acquainted" meeting, we discuss your key issues as outlined in the Confidential Questionnaire. This is a good opportunity for both of us to decide if we will make a sound team. At the conclusion of the meeting, you will recieve a Service Agreement and fee estimate based upon the financial services you request. The "Get Acquainted" meeting does not obligate you to retain company services.
Development and Plan Presentation
Your plan will be developed based on your specific circumstances taking into account your risk tolerance and the principles of sound personal financial management over the following weeks. When we meet for the presentation meeting, we fully discuss those areas agreed upon in the Service Agreement. You will have time to ask questions and consider plan options and priorities. You can expect the meeting to last two to three hours depending on the complexity of your situation.
You will leave the meeting with a written, personalized financial plan covering those areas agreed to in the Service Agreement and a detailed action plan to implement the recommendations.
Implementation and Follow Up
You will implement your financial plan by following the detailed action plan provided at the conclusion of our meeting. Usually, at least one hour of follow-up time is included in plan estimates to help clients clarify recommendations or give assistance. Additional assistance can be added to projects based on a client's needs.
At the time of your initial inquiry, we will obtain a general understanding of your needs and goals. If we both feel the services meet your objectives and you would like to proceed, we schedule a no-obligation "Get Acquainted" meeting. This meeting can take place in person or over the telephone and will generally last under one hour.
In order to better serve you, you complete a Confidential Questionnaire prior to the "Get Acquainted" meeting. This document outlines your goals, your current financial status, and provides a general understanding of your risk tolerance.
Get Acquainted Meeting
During "Get Acquainted" meeting, we discuss your key issues as outlined in the Confidential Questionnaire. This is a good opportunity for both of us to decide if we will make a sound team. At the conclusion of the meeting, you will recieve a Service Agreement and fee estimate based upon the financial services you request. The "Get Acquainted" meeting does not obligate you to retain company services.
Development and Plan Presentation
Your plan will be developed based on your specific circumstances taking into account your risk tolerance and the principles of sound personal financial management over the following weeks. When we meet for the presentation meeting, we fully discuss those areas agreed upon in the Service Agreement. You will have time to ask questions and consider plan options and priorities. You can expect the meeting to last two to three hours depending on the complexity of your situation.
You will leave the meeting with a written, personalized financial plan covering those areas agreed to in the Service Agreement and a detailed action plan to implement the recommendations.
Implementation and Follow Up
You will implement your financial plan by following the detailed action plan provided at the conclusion of our meeting. Usually, at least one hour of follow-up time is included in plan estimates to help clients clarify recommendations or give assistance. Additional assistance can be added to projects based on a client's needs.