While we would love to work with everyone, in order to provide the best possible client experience we can only serve a limited number of people. Therefore, we don’t rush decisions about who to work with and we want to make sure the fit is mutual.
We have designed a three-step process to help you (and us) make an informed and educated decision about working together. This process can be done in person, virtually using videoconference, or through a combination of the two.
No Cost or Obligation
We want you to know exactly how we can help before you pay us a single dollar.
3 Valuable Answers
You will finish with answers to three important questions about your finances.
A 15-minute phone call to get to know one another and make sure our expertise matches your situation.
If we aren’t the right fit for you, we will gladly point you to a resource or firm that is better suited to your needs.
First Meeting - Discovery
It’s important to diagnose before we prescribe.
The goal of this meeting is to get clear on your goals, concerns, and unique financial situation.
Your answers to our questions, along with the documents you bring to the meeting, will guide our analysis. The result will be easy to understand answers to three important questions.
Second Meeting - Analysis
We apply our expertise and understanding of your unique situation to answer three important questions:
- Where do you stand relative to your financial goals?
- What can be done to bring you closer to your goals?
- How can your investments be improved?
During this meeting we provide answers to these questions and explain what's required to achieve your financial goals. This is where you will see how we can improve your finances and what it would look like to work together.
At the end of this meeting we will ask you to take some time to think about whether you would like to begin working with us. We want you to make an informed decision and we encourage you to take whatever time is necessary to do so.
If we decide to work together, we will regroup (either in-person or through videoconference) to answer any outstanding questions and start the process of working together.
We'll walk through your investment policy statement, our client agreement, and the initial logistics of implementing your plan.
Throughout the process, there will never be a hard-sell or pressure to say yes. We acknowledge that we are not going to be the best fit for everyone, and if you decide that’s the case, we will wish you the best and point you to a resource that is better-suited to your needs.
How Do I Know If I'm a Good Fit?
Our typical clients are:
People who value expert guidance and recognize that managing their finances is too important to be doing it by themselves.
People who want an ongoing relationship with a financial planner, rather than a one-time financial plan or advice.
Nice people. This might sound cliché, but we do our best work with genuinely nice people with whom we share a mutual respect.