Financial
Plan
Assessment
A 3-step process to get clarity on your finances and test drive our services.
How It Works
Hover or click each step to see our process
20-MINUTE INTRO CALL
Schedule a 20 min call to learn about your financial situation and match it to the right service.
We want to make sure we are the right financial partner for you. If we aren’t, we will happily point you in the right direction.
1-HOUR DISCOVERY MEETING
The next step is a one-hour meeting (in office or via Zoom). We will get crystal clear on your financial goals, needs, and concerns.
Our goal is to understand you and your entire financial situation during this one-hour meeting.
REVIEW NEXT STEPS
With your plan complete, we will have another 1-hour meeting to deliver and review our findings.
We will recommend one of our planning services, answer questions, and suggest best next steps based on your situation.
Step #1: Schedule A 20-Minute Phone Call
THINK ABOUT IT!
At the end of this process, we will simply ask you to think about it. Choosing the right advisor is a big decision that should not be taken lightly.
There’s never any pressure and you’re under no obligation. If you decide that we aren’t a good fit, we will happily help you find another professional and part ways as friends.
Ready To Get Started?
Book a Free Call To Take The Next Step.
