VISION AND PROCESS

VISION: WHAT IF THERE WAS A FIRM…

More passionate about the number of clients they guided to financial independence then how many assets they managed?

Where the founders were planning on early financial independence themselves, and living that mission too?

Who took the best strategy / vehicle for you approach to financial independence, and didn’t force you into a box?

So, what is the best version of your life worth? And, how fast can we help you get there?

6-STEP MUTUAL FIT PROCESS

ANSWER A FEW QUESTIONS

And get on our calendar, don’t worry, If we aren’t the right fit after reading about what you need, we’ll be respectful of your time, and let you know we are not the best fit.

We’d also be happy to introduce you to another fee-only firm we feel might be better suited to fit your needs.

COMPLETE OUR QUESTIONNAIRE

Standby for a questionnaire, this will take you about 10 to 20 minutes to complete.

This helps us understand your challenges, vision, and where we can specifically add value.

FIRST VIRTUAL MEETING

We will both be mutually interviewing each other to ensure we both believe it is going to be a great working relationship.

You can ask us whatever you’d like. We’ll have clarification questions from your questionnaire, in addition to other areas where we believe we can add value.

SECOND MEETING

During this meeting, we will map out each section of your financial life we reviewed. We’ll review what we need to do together to get you to work optional faster.

We’ll also provide a quote for our services.

TAKE A DAY

Having been in this profession for over 10 years, we are in no rush for potential clients to make a quick decision.

*At this point, If you decide that it’s not a good fit, we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.

Lift-Off

We will send an online on-boarding package that includes an engagement letter, invoice, and information we need to get started. Then, we’ll schedule another call with you to ensure you have all your questions answered.

Finally, we will have your targeted financial independence date, and both be working together to go after it.

How We Go Above and Beyond For Our Clients

The most sought after and used credential in the world of tax with the highest standard of knowledge and ethics. Minimum 150 credit hours from an accredited institution with a concentration in accounting, or five years of study. ​

Completion of 40 hours of continuing professional education (CPE), on average, each year.​ Only 23% of financial advisors have a CPA. 

The gold standard for financial planning expertise.

An 18 month comprehensive college-level program of study reinforced with mandatory 30 hours of continuing education every 2 years. Only 28% of all financial advisors have a CFP.

The highest distinction in the investment management profession that is recognized globally.

A 3 year self-study graduate level program that is the most competitive financial designation to attain. Only 5% of all financial advisors have a CFA designation.

SCHEDULE YOUR FREE CONSULTATION