Meeting Process
Your pursuit of true wealth begins with a framework for success. No matter your definition of true wealth, we will be there every step of the way. Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customized financial plan that adapts and changes as your life progresses.
Onboarding
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Introduction
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Discovery & Visioning
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Document Deep Dive
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Personalized Proposal
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Plan Implementation
Ongoing Care
ONBOARDING
Introduction
Impactful things are in motion from the moment you schedule your consultation. We’ll match you with an advisor who has one purpose: to help you find your freedom.
ONBOARDING
Discovery & Visioning
Your advisor will take the time to get to know you and your unique situation. You won’t be working with someone who only sees you as a number – your advisor will understand what makes you tick and what freedom looks like for you.
ONBOARDING
Document Deep Dive
A comprehensive look at your life and finances will help reveal where your priorities are and what changes can be made to get you closer to your version of freedom.
ONBOARDING
Personalized Proposal
After understanding every financial and non-financial asset in your life, we create a personalized wealth plan – a plan that’ll serve as the road map toward your goals.
ONBOARDING
Plan Implementation
The process doesn’t end with the creation of your personalized plan. Your plan is consistently monitored and adjusted as life changes to help ensure your path to freedom stays clear and unobstructed.
ONGOING CARE
30 Day Check-In
You can be as involved in your wealth plan as you’d like thanks to the Client Experience. The portal lets you access all your accounts in one place, so you can easily view your plan and track your progress.
ONGOING CARE
90 Day Check-In
Once your wealth plan is in motion, we reach out after 90 days to check in on your goals, evaluate your plan, and make sure your money is working in your best interest. Having a plan is a start – but we help ensure that the plan is in motion and stays in motion.
ONGOING CARE
Yearly Check-In
Early retirement? European vacation? No matter what your idea of “true wealth” is, we will meet with you annually to develop a personalized wealth plan to help you pursue your goals.