Broker Check


Step 1: Website Questionnaire

10 Minutes

Provide us with some basic information about your current financial situation and goals.

You can start the questionnaire here.

Step 2: Initial Review Call

30 Minutes

During this initial call we will discuss what's keeping you up at night, review your questionnaire, and discuss our wealth planning service and philosophy.

Step 3: Getting Organized

90 Minutes

Once we've decided to work together, we'll set up an initial meeting to gather more specific details.  During our get organized meeting we will introduce you to your personal wealth management website and our secure document tracking software.

Step 4: High Level Review Call

30 Minutes

During the high level review call we will review all the current information we've accumulated so far, discuss outstanding items and present you with an initial action item list.

We will do start digging deeper into your short and long term goals.

Step 5: Plan Review & Recommendations

90 Minutes

During this meeting we will discuss all of your current action items, reports and projections.

We'll discuss our recommendations on steps that can be taken now to help you reach your goals as well as topics that will be relveant to discuss in the future.

Ongoing: Update Calls & Annual Meetings

30 - 90 Minutes

We will be in touch on a regular basis about your overall planning, but we encourage our clients to reach out anytime.

In addition to the regular conversions we have an annual review meeting to determine how you did during the last year and what steps we'll be taking this year.

Have a Question?

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