Process

We will discuss your reasons for reaching out and any high priority concerns, assess our mutual fit for moving forward and what the next steps would be.

We’ll also review some of the information from the survey we sent you.

This meeting focuses on gathering the documentation required to build your planand some initial discussion around your values and goals.

We’ll upload your documentation into the secure vault in our planning software so you’ll always know where you important information is.

Now that you’re organized and we’ve done some initial planning, it’s time to explore possibilities and what is possible over the short, medium and long-term.

We’ll use some initial projections from our financial planning software to illustrate your current situation and potential futures.

We review your plan and set some agreed upon next step actionsbased on your highest priority items.

This is a living document that will be reviewed during our semi-annual meetings or as significant life events dictate a change. At this point, you’ll be fully on-boarded and transition to our annual client service schedule of activity.