The first step is the initial consultation. Our goal is to offer you a basic understanding of our firm while simultaneously giving you the opportunity to express what you are looking to get out of the relationship. You will not be required to share any specific information, but rather provide a brief description of your needs, goals and history so we can get a feel for who you are and where you’d like to be. There is no commitment to continue with our services during this meeting; we will simply be exploring the chance of a future partnership.
If you’re interested in pursuing the relationship, we will then schedule a secondary consultation where we will ask you to share your financial documents so we can take a closer look into your overall situation. These documents include financial statement and other relevant materials you think could be helpful in the financial planning process. Before this meeting, we will provide a brief meeting outline so you are prepared to discuss the specifics of your finances.
Based on the information you’ve provided us, we will create and present our recommendations while providing a plan of action to achieve your financial goals and resolve any lingering issues. During this meeting, we encourage you to share your thoughts — including any questions or concerns you may have — so everyone remains aligned on each next step. Once everyone is on the same page, we will begin the implementation process and will follow up with you to schedule some time to review your progress and make any necessary adjustments to your plan.