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  What to Expect   

Our process is embedded in transparency, education and empowerment.
While each client is unique, below is a glimpse of the general flow. 

  • Cash flow/ budgeting

  • Net worth Review

  • Align goals

  • Emergency Funding 

Onboarding Meeting 2: Cashflow / Debt
(60 minutes)
  • Delivery of One Page Financial Plan 

  • Review any documents and/or prior information

  • Set expectations on client/advisor engagement

  • Set expectations for the next 12 months on modules

  • Payment and Subscription Implementation

Initial Assessment
Meeting 2: Presentation 

(60 minutes)
  • We will discuss your goals and concerns to see if we're the right fit.

  • What you're looking for in a financial planner and how we can work together

Consultation
Meet 'n Greet! 

(30 minutes)

  • 1040 Tax Review

  • Tax Report Planning

  • Trust & Living Will

  • Guardianship (if applicable)

  • Power of Attorney

Onboarding Meeting 5 & 6:
Tax and/or Estate Planning

(60 minutes)
  • Investment Experience

  • Managed Account Review

  • Review current insurance policies

  • Coverage analysis

Onboarding Meeting 3 & 4:
Investment and/or Insurance

(60 minutes)
  • College Savings

  • Home Purchase

  • Equity Compensation

  • Financial Independence Projections

Meeting 7: Other Topics, If Applicable
(TBD)
  • Deliver recommendation for an ongoing plan

  • Set up accounts (if needed) 

  • Address 401k/retirement account contributions

  • Next steps based on need

Onboarding Meeting 1: Implementation
(60 minutes)
  • Client Agreement Form Completion

  • Deeper dive on current financial/ life situation

  • Address immediate concerns

  • Discuss short/long term goals 

  • Determine engagement

Initial Assessment
Meeting 1: Let's Get Organized! 

(60 minutes)

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