"A goal without a plan is just a wish."
— Antoine de Saint-Exupéry
We understand how overwhelming it can be to create a retirement plan and manage your investments. That’s why we make sure there’s an established and straightforward process throughout our relationship – to not only keep you informed of each step, but to also bring clarity to your financial life.
What You Can Expect When You Work With Us
Finding and hiring a financial advisor who is a good fit for you and your family is not easy. There are a lot of factors to consider and we do not expect you to decide after a phone call or just one meeting. Below is a description of the process we go through before you decide if we are the right advisor for you. It gives you the opportunity to see how we work, the value we can add to your situation as well as the cost for our services.
Meet N Greet
To start, we’ll hop on a quick, 15-minute phone call to see if what we offer aligns with what you’re looking for. If we both decide our services complement your needs, we’ll send over a packet that will outline everything you can expect from our first meeting, including any additional documents you should bring.
All About You
Next, we will meet face-to-face to learn more about you and your family – your needs, your dreams and your fears. In addition to getting to know you better, we will start to gather information about your financial situation. We will also share with you more about our experience, our firm and the services we provide to our clients as well as answer any questions you may have.
After our meeting, we’ll apply both our knowledge and experience to create your comprehensive financial plan. Throughout its development, we’ll address key questions regarding your retirement, investments and taxes to determine the next steps to help you achieve your short- and long-term goals.
Education & Guidance
Once we finish your comprehensive financial plan, we’ll schedule your second meeting where we walk you through your strengths, weaknesses and opportunities, including the steps necessary to move forward and align your investments with your aspirations. Our goal is for you to leave this meeting with a strong understanding of what we are recommending, why we believe it makes sense for you as well as the related costs and risks.
There are many factors that come into play when hiring a financial advisor, and we want to make sure you have the answers you need to feel confident in our partnership. By this point, we hope that you will have a clear understanding of the value we can add to your retirement and choose to hire us to be your trusted advisor.