Discovery
During your complimentary discovery meeting, I will gather all of the information I will need to build out a comprehensive and customized financial plan for your family. I encourage clients to fill out an online Discovery Questionnaire prior to this meeting so that I can review their client profile and determine if I am the best fit for them.
If you are a good match for my practice, we can schedule your initial consultation to fill in any gaps and spend some time getting to know one another. However, some clients prefer to go straight to the consultation and skip the form which is fine as well.
Strategy Design
Using all the data gathered in the discovery process, I will map out a financial plan tailored to meeting all the needs you expressed. I use various tools from basic excel sheets to software and tech like Asset-Map® to illustrate the various planning concepts you will need to understand and how any product recommendations I make fit within your plan to help ensure success.
As an advisor acting in a fiduciary capacity, I am obligated to make recommendations that are in the best interest of my clients. Illustrating why these recommendations will support your plan and help you achieve the outcome you desire is important, so I employ a variety of tools to help me do that.
Plan Proposal
In your “solutions meeting” I will go through your strategy recommendations in detail and cover any alternatives to make sure we come up with an effective plan that you’re comfortable with. If you love them, we will go through how the set-up process works. If you hate them, we will look at alternatives that you may like better.
The “solutions meeting” is where we review and decide on all the various aspects of your plan. The plan you adhere to will likely be the most effective so having a sense of understanding and comfort with your plan, along with some flexibility built in will help to ensure that we stick to the plan for the long-term!
Implementation
My team will handle all the logistics, paperwork, and communication throughout the set-up process and throughout your client experience with us. I want to make working with us very easy and convenient. All you need to do is communicate with me and my team, schedule your reviews each year, and adhere to your plan. We will do the rest.
*Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.
Complimentary Financial Map
Want to see where you are? Enjoy a complimentary, no obligation financial overview map from us!
Simply fill out the contact form below with your name, email, phone number, and type “Review” in the message field and then click the discovery link.
Notes:
- The more detailed you are in the discovery questionnaire, the more detailed your report will be. Take some time and be thorough.
- Allow up to 5 business days to get your report. I want to give this some undivided attention so that you get something of value.
- If you are a good fit for my practice, I will express that in my report and we can schedule a more in-depth conversation to look at the client process!
Have a question that you want a professional answer to? Let us know below!