Built from over 20 years of experience, our onboarding process is meant to be dynamic enough to fit your needs at all life stages, but also easy to follow so you stay motivated. Through each stage, we’ll be here to help you discover your ideal lifestyle, and define goals that are actionable, measurable, and specific to your needs. And even after we’ve set up your plan, we’ll be here to support you, celebrate your wins, and hold you accountable for following your plan.
So what are the steps?
1. Introductory Fit Meeting
Our first meeting is focused on learning about you. We’ll discuss your goals, needs, lifestyle, and values to see if we’re a good fit. This is also a chance for you to learn a little more about us. We’ll explain what we can do to serve you, and how we can work together to pursue your goals.
2. Info Gathering Session
In this meeting, we’ll learn more about the specifics of your financial picture and current strategy. From the information gathered, we’ll put together a no-obligation, no-cost financial plan.
3. Goal Review
This is where we go over the financial plan in more detail. We’ll restate the goals laid out in the plan, and show you how they can help you pursue your goals. We’ll also review the recommended investment strategy and go over any other accommodations we can make in an effort to make you more comfortable. After all, this plan is for you.
4. Onboarding
When you’re happy with the plan and our approach, we’ll start the onboarding process. We’ll go through our review process and next steps. Our doors are always open, and we’ll be here if you have questions, concerns, or just need some guidance.
Do we sound like a good fit? Schedule your introductory meeting today and let’s start the process.
