Enjoy our Seamless Onboarding Plan all the way to Experiencing the Fruit of greater calling, peace, and confidence.
PROSPECTIVE CLIENT
Step 1: Book Discovery Meeting - During this complimentary 60-minute meeting we’ll explore what prompted you to seek ongoing professional fiduciary guidance and what a successful partnership would look like. We’ll also help uncover what’s most important to you and what challenges exist today that you want to resolve.
Step 2: Alignment Meeting - If there’s mutual alignment during our Discovery Meeting, we ask you to securely provide routine financial documents (tax return, paystub(s), investment statements) so we can analyze your current situation further and how we’d approach your Plan. During the complimentary 90-minute Alignment meeting we’ll review our analysis, align on how we would work together in-depth, what priorities are most pressing, and if we believe we could deliver ongoing value in excess of our agreed-upon flat fee.
Step 3: E-Sign Agreement - Once all parties e-sign the Ongoing Financial Planning and Tax Agreement, we’re off and running!
CLIENT
Step 1: Get Organized Meeting - Within the first 2 weeks, we’ll meet to compile all your financial information into one secure location (maybe for the first time!). Plus we’ll have the information we need to begin building the foundation for your financial plan and transferring assets to our primary custodian, Charles Schwab (as necessary).
Step 2: Vision Meeting - We’ll conduct an interactive Values Exercise, collaboratively assemble your Net Worth & Cash Flow into our shared financial planning software, and setup your Automated Cash Flow System.
Step 3: Rebalancing Meeting & Ongoing Planning - We’ll evaluate customized rebalancing across the overall investment portfolio and build out a comprehensive Roadmap of our planning priorities, where we are headed together, and align on respective responsibilities and timelines! If you don't have investible assets yet, we will implement whatever is most pressing for YOU based on your unique circumstances.
Step 4: Experience the Fruit - When you have a completely coordinated Plan and personal financial guide to help you make more informed and impactful decisions, experience the fruit of greater calling, peace, and confidence through your life's journey!
