Process

All planning engagements start with an Introduction Call and  the completion of our Confidential Questionnaire to determine the scope and cost of your project.

The schedule presented below may change based on the size and scope of your  project.

Getting Started

Contact us to schedule a complimentary meeting to discuss your needs and how we might be able to help.  If it sounds like we are a good fit and you would like to move forward, we will ask you to complete our Confidential Questionnaire.  Upon receiving the questionnaire back, we will prepare a proposal for your planning engagement.  Upon acceptance of the proposal, we will provide a Client Service Agreement outlining the terms and conditions.  The engagement begins when we receive the signed agreement, a $500 deposit and any required statements and documents. 

Goals Meeting

During this meeting, we review your assets, income, spending, cash flow and establish financial priorities and goals. We may also clarify any outstanding questions regarding documents that you provided. Depending on the scope of your project, this step may not be needed.

Presentation Meeting

At this time, we present our recommendations and answer any questions that you may have. We also discuss implementation and provide guidance on how to proceed. The balance of your fee will be billed after this meeting.

Follow-Up

While you are responsible for implementing your plan (unless otherwise discussed), we are available for a period of 6 months after the presentation to answer any follow-up questions at no additional cost. Our goal is to create a long-term relationship and recommend that you review your plan if you experience a life change or when you have a question. We hope that you will consider us for your future planning needs.