Our process is structured to ensure nothing is overlooked, from the first conversation to strategy implementation. Rather than a set number of meetings, we follow a series of defined steps that can be adjusted based on each client’s needs. Understanding that change can feel overwhelming, we focus on making the onboarding experience smooth and paced comfortably for every individual.
1. Foundations & First Steps
The initial conversation to assess compatibility between the advisor and prospect, exploring shared values, goals, and whether the advisor’s planning and investment approach aligns with the client’s needs.
2. Uncovering Obstacles & Opportunities
A detailed discussion where personal and financial details are reviewed to assess assets, clearly define goals, and establish risk tolerance and investment preferences.
3. Turning Insights into Strategy
After establishing your financial goals and assessing your assets, we present a comprehensive strategy tailored to your needs. This includes detailed recommendations for retirement planning, estate preservation, and tax optimization, along with a structured investment management approach designed to align with your risk tolerance and long-term objectives.
4. Putting Plans into Motion
This is the execution phase where accounts are opened, asset transfers are coordinated, and implementation timelines are finalized. We also establish communication preferences to ensure a smooth process and ongoing accountability and collaboration.
Contact us today to see how a financially sound plan may bring you closer to your goals.
