
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.
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Deliver recommendation for an ongoing plan
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Set up accounts (if needed)
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Address 401k/retirement account contributions
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Next steps based on need
Meeting 4: Recommendation / Implementation Plan
(60 minutes)
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Review overall financial picture
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Review any documents and/or prior information
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Set expectations on client/advisor engagement
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Set expectations for the next 12 months on modules
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Gather client profile information
Meeting 2: Onboarding &
Data Gathering
(60 minutes)
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We will discuss your goals and concerns to see if we're the right fit.
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What you're looking for in a financial planner and how we can work together
Consultation
(30 minutes)
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Trust & Living Will
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Guardianship (if applicable)
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Power of Attorney
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Advanced Healthcare Directive
Meeting 6: Estate Planning
(60 minutes)
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Review current insurance policies
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Coverage analysis
Meeting 5: Risk Management
(45 minutes)
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College Savings
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Home Purchase
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Equity Compensation
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Tax Analysis
Meeting 7: Other Topics, If Applicable
(TBD)
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Cash flow/ budgeting
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Net worth Review
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Align goals
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Investment experience
Meeting 3: Cash Flow /
Debt Discussion
(60 minutes)
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Deeper dive on current financial/ life situation
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Address immediate concerns
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Discuss short/long term goals
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Determine engagement
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Setup payment method
Meeting 1: Discovery
(60 minutes)