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Scheduling a Consultation is the best way to get started with our firm. If you are looking for a financial planner, we make it simple to see if we may be a good fit for your needs.
The Consultation will give you a glance at how our relationship will feel like and an understanding of our financial planning process.
What is important to us during the Consultation is to be able to get to know you, give you an idea of our approach, and give you value for the time you decided to spend with us. We also give a basic financial assessment as a complimentary gift.
The best of all is that our Consultation is free of cost.
Schedule a time to meet with our team by using our scheduler link which you can find throughout the website. You are able to choose between meeting on a phone call, a virtual meeting, or in-person based on your availability.
Once the meeting is scheduled, we will send you a brief form to fill out. The information will help us get your financial assessment prepared for the meeting.
During our meeting, we will provide answers to questions you have about our firm and how we help our clients. We will also attempt to give you immediate guidance on the planning needs you have. Our goal is to help you understand how we will continue to be of service to your family.
We are looking for long-term client relationships. For that reason, we don’t want to rush you into a decision. After the meeting, we will send you a copy of your financial assessment with notes from our financial planner. We will follow up with you a few days later to answer any questions that may have come up.
When you decide to engage our services, we will begin the process to help you get started on the road to financial success.
We are proud of our team and how they work together to improve your outcome. Unlike most advisors that work independently of each other within a firm, we adopted a team approach. We each focus on a specific financial planning field and work together to provide multiple perspectives to your financial plans.
We named our financial planning process the GamePlan. It is a structured process to review all aspects of your personal finance. The process starts with you. We need to understand your desires, goals, values to help us create your personalized financial plan. The plan will serve as a powerful guide to help us coach you to optimize your finances.
We are independent fiduciary Fee-Only financial planners. This means we do not accept commissions or kickbacks on products we may recommend. The only revenue we make comes directly from our clients. This structure helps us remove all conflicts of interest to help you feel confident that we have your best interest at heart.