Enjoy our Seamless Onboarding Plan all the way to Experiencing the Fruit of greater purpose, peace, and confidence.
PROSPECTIVE CLIENT
Step 1: Book Discovery Meeting - During this complimentary 45-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 60-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 come together (virtually or in-person), and you’ll have all your financial information compiled into one, secure location (maybe for the first time!). Plus we’ll have the information we need to begin building the foundation for your plan and transferring assets to our primary custodian, Charles Schwab (as necessary).
Step 2: Roadmap Meeting - We will clearly and formally lay out our biggest Planning Priorities, and build a comprehensive Roadmap of where we are heading together and align on respective responsibilities and timelines to accomplish each priority!
Step 3: Implementation & Ongoing Planning - We will implement whatever is most pressing for YOU based on your unique circumstances; from rebalancing your investment portfolio to executing time sensitive tax items before December 31 to quantifying how much life insurance you need to getting an estate plan in place ahead of an expected new child.
From there, we’ll continue working through the Planning Priorities from our Roadmap Meeting, and/or executing on new things that come up. Our job is to be there when you need us to be.
Step 4: Experience the Fruit - when you have a cohesive Plan and personal financial guide to help you make more informed decisions in alignment with biblical principles, enjoy feeling greater purpose, peace, and confidence!
