Our Process

Our financial planning process is intentional and detailed.

What You Can Expect:

It starts with an initial phone call with our managing member to get to know you and understand your financial goals. We listen so we can understand where you are financially and where you want to go.

If we both decide to move forward at the end of the call, we’ll schedule the first meeting and send you the information we need to help us prepare for the meeting.  

First Meeting

We typically have a two-meeting process. The first meeting is what we call the “get acquainted” meeting with your advisor team; it lasts about one hour and is used to review your situation in detail, discuss your objectives and concerns, and explain how we work with clients. 

Second Meeting

If you (and we) decide a follow-up meeting is appropriate, this second meeting is called our “drill down” meeting. Lasting about two hours, we provide an in-depth review of your financial statement (developed by us) and perform a cash flow retirement analysis explaining how your assets will play out over your life. We’ll also review our investment approach in detail, outlining our portfolio, your current financial plan, and any unique situations based upon your circumstances.  

We work well with clients that understand that this is a long-term relationship. We want to see you succeed and often meet with clients multiple times a year. We’re there for them in good times and in bad. 

Reach out to us to learn more about our planning process and see a sample financial plan!