Simple Solutions For Dynamic Individuals
There are a number of finite details within your finances that you may not have the time or resources to properly manage. In order to address them in an efficient and proactive way, we’ll work with you to offer appropriate options. Ultimately, it’s our job to provide forward-thinking planning solutions so that you can spend more time on what’s important to you.
While our financial planning process stays consistent, we focus on tailoring our solutions to fit your specific needs and interests. By spending time together through a few meetings, we are able to add value to the financial details you may already have in place.
Ready to bring organization to your financial life, but not sure where to start?
That’s what we’re here for.
Here’s What You Can Look Forward To
Over an initial complimentary phone call, we’ll get to know each other better while determining what your needs are and how we can approach them. If it turns out we aren’t the best fit, we will make sure to work with you to find a firm better suited to meet your needs.
At this point we’ll want to gain clarity into what your goals, concerns and current financial situation. By asking a series of questions we can get a better understanding of where you are and how far you want to go. We will request that you bring various documents to the meeting or upload electronically shortly after.
Propose a Plan
After we have determined your needs and what strategies will benefit you the most, we will propose one of two options:
One-Time Comprehensive Financial Plan
This is a subsequent two-meeting process. The first meeting is intended to present exactly what needs to be done to achieve your stated goals, as well as solutions based on how our firm can help.
If we feel a second meeting is necessary, we will answer any follow-up questions or concerns you may have from our previous discussion. We will then begin your onboarding process to become a client.
Ongoing Financial Planning
We will take time throughout the year to meet and discuss the implementation of your plan, as well as review your progress to ensure the details remain on track. We work collaboratively with you so that we may both succeed over time.