What should I expect?
CARE
Connection.
During a 30-minute Exploratory call, we will spend time getting to know one another. This will include learning what you have, what you are looking for, and how that aligns to our service model. This is about answering your questions and determining if we are a good fit. These are complimentary meetings.
Assessment.
Once we have determined that there is a natural fit and you have decided to work with us, we begin to set up the foundation of your financial plan. This includes getting a full picture of your goals, income, expenses, savings, debt, and investments. We will also seek to understand your investment preferences and areas of expertise.
Recommendation.
After performing a complete assessment using our proven process, you receive an objective and honest recommendation around your opportunity areas and next steps. When we are managing money, we will need to set up accounts and fund them. When we are just providing advice, we will deliver a personalized financial plan (see the What We Do page for more details).
Empowerment.
After all the preparation and initial planning is done, it is time for the fun part…..taking intentional steps to execute the plan and move you closer to your goals and ideal life. We desire our client relationships to be long-lasting with a regular review cadence so that we can help you adjust as life changes. And make informed decisions quickly as opportunities arise.