Free Financial Review Process
Our Free Financial Review process is designed to help you evaluate our firm and make an informed decision about working together.
Step 1 - Initial Phone Call - Discovery
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn't see a brain surgeon if you needed heart surgery.
If we aren't a good fit for each other we will gladly propose a solution that is better suited for your needs.
After our Discovery Call, we will securely request a few important documents from you.
These documents, coupled with what we learn during our Strategy Session, will help drive our analysis.
Step 2 - First Meeting - Strategy Session
Prescription without evaluation and diagnosis is malpractice.
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.
Your answers to our questions, along with the documents we requested, will guide our analysis, which will result in plain-English answers to your questions.
Step 3 - Our Analysis
This is where the magic happens.
We will apply decades of experience and thousands of hours of training to answer the following questions:
Step 4 - Second Meeting - Plan Presentation
This is where the proverbial rubber hits the road.
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.
This is where you will see how our firm can improve your finances, your peace of mind, and allow you to focus on living your one life the best way you can.
Think About It!
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."
Step 1 - Initial Phone Call - Discovery
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn't see a brain surgeon if you needed heart surgery.
If we aren't a good fit for each other we will gladly propose a solution that is better suited for your needs.
After our Discovery Call, we will securely request a few important documents from you.
These documents, coupled with what we learn during our Strategy Session, will help drive our analysis.
Step 2 - First Meeting - Strategy Session
Prescription without evaluation and diagnosis is malpractice.
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.
Your answers to our questions, along with the documents we requested, will guide our analysis, which will result in plain-English answers to your questions.
Step 3 - Our Analysis
This is where the magic happens.
We will apply decades of experience and thousands of hours of training to answer the following questions:
- How much can I spend in retirement?
- Are you overpaying in taxes?
- Does your portfolio fit with your stated goals and objectives?
- Can you eliminate, or at least reduce threats to your retirement?
Step 4 - Second Meeting - Plan Presentation
This is where the proverbial rubber hits the road.
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.
This is where you will see how our firm can improve your finances, your peace of mind, and allow you to focus on living your one life the best way you can.
Think About It!
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."