New Client Process
Our process is designed to allow us to get to know each other and determine if we should work together.
Our New Client Process Is:
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Valuable. Our hope is that everyone finds our process valuable, wether or not we are a good fit to work together.
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Educational. You will get a new perspective on your financial situation.
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No-Pressure. During our new client process, you will never be pressured to move forward. We only want to work with people who are ready to work together.
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Clear. Details of our process are outlined below.
Intro Call
Upload Documents
Info Meeting
Analyze
Planning Meeting
Consider
Onboarding
Step #1 - Intro Call
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Could We Be A Good Fit? During our intro call, we will begin getting to know each other. The goal is to determine if we could be a good fit to work together, and if it makes sense to continue through our process.
Step #2 - Upload Documents
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VAULT. We will send you a link to a secure document VAULT where you can upload your financial documents.
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Document List. We will provide you a list of documents to upload, such as account statements and tax returns.
Step #3 - Info Meeting
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Continue Getting To Know Each Other. During this data-gathering meeting, we will continue getting to know each other.
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Questions. We will also have a lot of questions for you about your finances and goals. These questions will inform our analysis of your finances.
Step #4 - Analyze
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Analyzing Your Situation. We will take several weeks to analyze your finances and documents.
Step #5 - Planning Meeting
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Summarize Our Analysis And Recommendations. During this planning meeting, we will present a summary of our analysis and preliminary recommendations.
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Clarity. Our goal is for our analysis is be clear and easy to understand.
Step #6 - Consider
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Proposal. During our planning meeting, we will discuss how we we will work together.
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Take Your Time. You can take as much time as you would like to consider if you would like to proceed. As mentioned above, there is no pressure.
Step #7 - Onboarding
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Onboarding. If you decide to move forward, we will begin the onboarding process.
