Our Ideal Clients
Our goal is to guide you toward a better financial future, whether you need basic personal finance advice or an in-depth financial analysis. The steps below are a short explanation of what becoming a client looks like.
01
THE INITIAL
MEETING
The first step you take in working with us is to set up an initial meeting at a time and place that is convenient for you. During the meeting, we will talk about the long- and short-term goals you would like to achieve and the type of services you think are right for you.
02
CRAFTING YOUR
FINANCIAL PLAN
After the initial meeting, we will evaluate everything you want, in conjunction with your current assets, to craft a financial plan that is tailored to you.
03
ALIGNING ON
A STRATEGY
We consider the financial plan we draw up to be a draft until we get your complete sign-off on it. If you decide you would like some aspects changed, we will alter it until you are comfortable with moving forward and implementing it.
04
IMPLEMENTATION
AND MONITORING
Once we receive your official sign-off, we get to work on taking the necessary actions in implementing the plan. After the plan is in place, we proactively monitor it to make sure it’s performing and adjusting to your ever-changing life.
