Our Process When Working With You
An honest, devoted partner to help you navigate your finances
WE BEGIN WORKING WITH A CLIENT
BY ASKING QUESTIONS AND LISTENING
Too often the client is lectured by the advisor instead of the advisor listening to the client.
As an individual, you have goals and values that are unique to you and you deserve to be treated as an individual, not lumped together with the general population.
We employ a discipline of financial planning referred to as Financial Life Planning. The process involves asking questions about your life, your values, your goals and your money. What is important about money to you? What do you want your money to do for you? Could you be leading a happier life with the money that you have?
From this process, we are better able to understand your particular situation and guide you based upon your unique circumstances. Wouldn't you want to live a meaningful life by using your money to fulfill your unique values and priorities?
When your money is matched to your most important values, you will find that you are living a life with purpose.
You can begin assessing your financial life by completing the FREE Financial Satisfaction Assessment form found on the Home Page.
Our Process
1
Introductory Consultation
A 15-30 minute no-cost, no-obligation phone call to determine whether you need our services and expertise, and whether you are a good fit for our firm. You talk, we listen.
2
Reflection Period
A 48-72 hour reflection period of time where both parties think about what transpired during the initial consultation.
3
Follow-up Call
Is there a good fit between us? Can we work with each other? If so, we continue on, if not, we part ways.
4