1. Inquiry Call (15-30 minutes)
- Are we a good fit for you?
- Can we add value to what you are already doing?
- Are you interested in diving deeper into what we do?
2. Consultation Meeting (60-90 minutes)
- This meeting is a deep dive into what is most important to you.
- Our goal is to get you thinking differently about your future and prioritize your goals.
- We want to see how you behave as an investor and how to best help you implement strategies for your financial goals.
3. Information Gathering (PreciseFP)
- We utilize a secure data gathering platform, PreciseFP, to gather the information that we need to start building your 1-page financial plan.
- We will ask for names of loved ones, statements of accounts, tax returns, and anything else pertinent to your specific situation.
4. Plan Review and Action Meeting (60-90 Minutes)
- You will finally get to see your 1-page financial plan that details your situation and specific action items that we want to execute now and in the future.
- We will walk through our fees for ongoing guidance and implementation of the action items.
- Recommendations will likely be made regarding your investments and how to use them as a tool to pursue your financial dreams.
5. Client Onboarding (First 100 Days)
- We have built a detailed onboarding process for our new clients. The first 100 days will get you comfortable with all of our business tools and how we work alongside you.
- You will also be kept informed of any transactions that we will be working through to start delivering on the promises that we established in our previous conversations.
6. Execution of Plans
- We have been able to set ourselves apart from our competitors by actually executing the action items laid out in your financial plan.
- This does NOT typically take months, or even a year, but YEARS of working together to ensure that all of things that are important to you are taken care of.
- We understand that life happens, and things change. We are also here with you during those times to jump into action with whatever needs to be done.
1. Inquiry Call (15-30 minutes)
- Are we a good fit for you?
- Can we add value to what you are already doing?
- Are you interested in diving deeper into what we do?
2. Consultation Meeting (60-90 minutes)
- This meeting is a deep dive into what is most important to you.
- Our goal is to get you thinking differently about your future and prioritize your goals.
- We want to see how you behave as an investor and how to best help you implement strategies for your financial goals.
3. Information Gathering (PreciseFP)
- We utilize a secure data gathering platform, PreciseFP, to gather the information that we need to start building your 1-page financial plan.
- We will ask for names of loved ones, statements of accounts, tax returns, and anything else pertinent to your specific situation.
4. Plan Review and Action Meeting (60-90 Minutes)
- You will finally get to see your 1-page financial plan that details your situation and specific action items that we want to execute now and in the future.
- We will walk through our fees for ongoing guidance and implementation of the action items.
- Recommendations will likely be made regarding your investments and how to use them as a tool to pursue your financial dreams.
5. Client Onboarding (First 100 Days)
- We have built a detailed onboarding process for our new clients. The first 100 days will get you comfortable with all of our business tools and how we work alongside you.
- You will also be kept informed of any transactions that we will be working through to start delivering on the promises that we established in our previous conversations.
6. Execution of Plans
- We have been able to set ourselves apart from our competitors by actually executing the action items laid out in your financial plan.
- This does NOT typically take months, or even a year, but YEARS of working together to ensure that all of things that are important to you are taken care of.
- We understand that life happens, and things change. We are also here with you during those times to jump into action with whatever needs to be done.
1. Inquiry Call (15-30 minutes)
- Are we a good fit for you?
- Can we add value to what you are already doing?
- Are you interested in diving deeper into what we do?
2. Consultation Meeting (60-90 minutes)
- This meeting is a deep dive into what is most important to you.
- Our goal is to get you thinking differently about your future and prioritize your goals.
- We want to see how you behave as an investor and how to best help you implement strategies for your financial goals.
3. Information Gathering (PreciseFP)
- We utilize a secure data gathering platform, PreciseFP, to gather the information that we need to start building your 1-page financial plan.
- We will ask for names of loved ones, statements of accounts, tax returns, and anything else pertinent to your specific situation.
4. Plan Review and Action Meeting (60-90 Minutes)
- You will finally get to see your 1-page financial plan that details your situation and specific action items that we want to execute now and in the future.
- We will walk through our fees for ongoing guidance and implementation of the action items.
- Recommendations will likely be made regarding your investments and how to use them as a tool to pursue your financial dreams.
5. Client Onboarding (First 100 Days)
- We have built a detailed onboarding process for our new clients. The first 100 days will get you comfortable with all of our business tools and how we work alongside you.
- You will also be kept informed of any transactions that we will be working through to start delivering on the promises that we established in our previous conversations.
6. Execution of Plans
- We have been able to set ourselves apart from our competitors by actually executing the action items laid out in your financial plan.
- This does NOT typically take months, or even a year, but YEARS of working together to ensure that all of things that are important to you are taken care of.
- We understand that life happens, and things change. We are also here with you during those times to jump into action with whatever needs to be done.
