Our Process for a

New financial planning client

We believe that everyone should have access to a qualified independent financial advisor and the education that we can provide. Your first meeting is free, so bring your financial questions with you! If we aren’t a good fit to work together, we will point you in the right direction. 

Our Process for a

New financial planning client

We believe that everyone should have access to a qualified independent financial advisor and the education that we can provide. Your first meeting is free, so bring your financial questions with you! If we aren’t a good fit to work together, we will point you in the right direction. 

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Step 1

Free Financial Consultation

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Step 2

Onboarding Meeting

  • Sign the agreement and get setup with your Financial Planning app
^
Step 3

Organize & Prioritize Meeting:

  • Start presenting the One Page Financial Plan, review questions and decide what we want to focus on first.
    View sample financial plan
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Step 4

Recommendation & Implementation Meetings

  • Review priority items and recommendations and start getting things done
^
Step 5

Set Up Ongoing Financial Planning Schedule

  • Now that you’re on target, we want to make sure you stay that way! We monitor your progress, make adjustments, and take advantage of opportunities that present themselves. 
    Click here for sample schedule
^
Step 1
Free Financial Consultation

^
Step 2

Onboarding Meeting

  • Sign the agreement and get setup with your Financial Planning app

^
Step 3

Organize & Prioritize Meeting:

  • Start presenting the One Page Financial Plan, review questions and decide what we want to focus on first.

^
Step 4

Recommendation & Implementation Meetings

^
Step 5

Set Up Ongoing Financial Planning Schedule

  • Now that you’re on target, we want to make sure you stay that way! We monitor your progress, make adjustments, and take advantage of opportunities that present themselves. Click here for sample schedule.

Schedule a Free Virtual Meeting

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