5-STEP MUTUAL FIT PROCESS
ANSWER A FEW QUESTIONS
Get on our calendar. The more you tell us, the more we can let you know upfront if we are good fit. If not, we will do our best to provide alternatives.
Let’s meet for 30 minutes to ensure we both believe it makes sense to keep talking.
EXECUTIVE FINANCIAL PLAN
We will request more information to construct a executive summary financial plan.
REVIEW & DISCUSS IMPLEMENTATION
Review recommendations; how a relationship works; answer any questions, and request any further information.
GET SCHEDULED FOR LIFT-OFF!
We will send an online on-boarding package to get started.
We schedule a date to start working together to ensure current clients are well taken care of. While, you get great access to us throughout the implementation of your plan.
SCHEDULE YOUR CONSULTATION
Not ready to meet, but want to start planning your future? Use our tool!
We’re giving you the opportunity to utilize our industry-leading financial planning tool from the comfort of your own home. It’s the same financial planning tool that our CFP® Professionals use with our clients.