During this step, we spend fifteen minutes discussing what you’re looking to accomplish and whether our firm is a good solution for you. You’ll leave this call knowing what the financial planning process looks like, how we operate as an Investment Advisor, and any other questions you may have. If it makes sense for us to continue the conversation, we’ll move to step two.

During this step, we talk about tangible opportunities to optimize your investments, lower your future taxes, and organize your financial life. The goal of this meeting is for both of us to figure out if we can provide significantly more value than the fee we charge. Feel free to bring documents that gives insight into your current financial situation (tax return, statements, balances, Social Security estimate, budget, etc.).

In this step, we provide a one page summary that outlines the areas we’re excited to help you with and a direct price quote. This helps you see how we will advise in the defensive portions of your financial life (mainly estate planning and insurance) and the offensive portions (tax planning and retirement planning). You will also see how we build portfolios and manage your investments.