what to expect
Working with an advisor is a personal experience.
It's important we get to know each other as we address your financial well-being and get organized around all the numbers.
To make things as convenient as possible, we've developed a simple process which is designed to lead us toward the best possible outcome for you and your family.
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1. an initial conversation
Let's get to know each other a little better.
This can be a phone call or a casual in-person or virtual meet-up. The purpose here is to explore some financial objectives and to see if we might work well together.
We’d love to learn more about you, your family, and your goals.
There's no pressure or obligation to make a quick decision. After this conversation, take all the time you need to think it over and talk with your family.
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2. let's get organized
The next step is to get more specific and start diving into the numbers.
We'll help you easily upload personal and financial information, and we'll spend more time talking through your short and longer term financial goals.
This is where we help you get organized around all the moving pieces.
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3. mapping it out
At this point, we have a clear and organized picture of your finances, and a better understanding of where you want to be.
We’ll craft a series of action items and next steps that we'll review together.
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4. implement
Once we all agree that implementing the plan is the right path forward, we'll help you open your new accounts and reallocate your investments to align with your goals.
We will work together to address estate planning needs, insurance review, and tax coordination.
This is where all the puzzle pieces get snapped together.
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5. ongoing support
We focus on your ideal lifestyle by systematically evaluating and reassessing your financial position based on your core values, goals, and life changes over time.
Regular communication helps keep us on track.
The process is fluid and adaptive, it brings together all the pieces, and it grows with you.
We’re always here for you.
