No Stress
Interview Process
Most people we speak with are looking to answer questions like:
Am I going to be able to retire without running out of money?
Is my portfolio setup the best way possible?
Where will my income come from in retirement?
STEP 1
Introductory Call
- 15-20 minutes on the phone or Zoom to see if we are a potential fit to work together
- High-level discussion of your financial situation and goals for the future
- At the end of the call, we will make a mutual decision on whether your situation matches our expertise
STEP 2
Discovery Meeting
- 45-60 minute in-person or Zoom meeting to clarify your needs and goals
- Discuss in depth the particulars of your financial situation
- Review all pertinent documents (investment statements, social security statement, etc)
STEP 3
Financial Plan Presentation
- 30-60 minute meeting to discuss my financial planning recommendations
- Specific recommendations for your investments, estate planning, life insurance, and any other relevant areas
- Discussion of fee structure and financial plan implementation. At this point We will ask if you want to begin working with our firm or if you need some time to think it over
STEP 4
Think it Over
Take a night and some time to talk with your loved ones to make sure you are ready to work with us
STEP 5
Client Onboarding
- If you decide to move forward, we will have a quick discussion to gather all the necessary information
- Mail necessary documents for signature
- Setup online account access
