Process

OUR THREE-STEP DISCOVERY PROCESS

It’s important for new clients to feel confident about their decision to work with us. Before we enter into any client agreement, we use a three step discovery process to get to know you, your family, your needs, and your expectations for your relationship with a financial guidance partner.

Define

In our first meeting, we’ll talk through a series of questions to learn more about how you define success. You’ll bring any relative financial statements to the meeting, and we’ll gain an understanding of where you want your life path to lead.

Review

When we meet the second time, you’ll receive some initial feedback on where your finances are now vs. where you want to be. If both parties still feel good about our ability to add value to your financial planning process, you’ll leave with our paperwork to take home so you can take all the time you need to review the details and make a decision about working with us.

Develop

We’ll finish the paperwork in the third meeting and we’ll get to work on developing a more detailed plan that will lead to your vision of success. You’ll start to experience the confidence that only comes from knowing you’re not just hoping for the life you’ve imagined; you’re taking steps to get there.