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 ensure the fit is mutual.
With that in mind, we've 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'll 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, we'll gladly point you to a resource or firm that's 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 provide, 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 reach your financial goals. This is where you'll see exactly how we can help and what it would look like to work together.
At the end of this meeting, we'll ask you to take some time to think about whether you would like to begin working together. We want you to make an informed decision and we encourage you to take whatever time is necessary.
If we decide to work together, we'll regroup (either in-person or through videoconference) to answer any outstanding questions and start the process.
We'll walk through our client agreement, your investment policy statement, and the initial logistics of implementing your financial plan.
Throughout the process, there will never be a hard-sell or pressure to say yes. We acknowledge that we aren't going to be the best fit for everyone, and if that’s the case, we'll wish you the best and point you to a resource that's 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 feel 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.