Getting Started

Getting Started

Getting Started

The thought of partnering with an advisor to develop a financial plan can seem overwhelming. Rest assured, we understand your concerns, which is exactly why we utilize a planning process that is consistent and known up front. Here is what you can expect as we move forward: 

 

1

Initial Consultation

(FREE)

What to Bring

Prior to our first meeting, we ask that you complete and return a “Prospect Packet.” In addition, we recommend you bring the following to the meeting:

  • Income Tax Returns (Federal and State) – Prior two years
  • Debt Statement(s)
  • Social Security Statement(s)
  • Investment/Retirement Account Statement(s)
  • Bank Statement(s) – checking, savings, CDs, etc.

What to Expect

The primary purpose of this meeting is for you to learn more about us, and us about you. Items we may discuss include:

  • Your past experience(s) with personal finances
  • Your primary financial concerns
  • What are you looking for in a financial advisor and what would a good relationship look like?
  • How might our services benefit you?
  • What are our fees?

Meeting Duration

90 minutes

2

Goals & Objectives

What to Bring

The information above, plus:

  • Pension projections
  • Insurance policies and statements
  • Estate documents
  • Paystubs

A thorough list of requested data can be found in our “Data Gathering Questionnaire.

What to Expect

This meeting enables us to understand your story and start piecing together your financial plan. Areas we may cover include:

  • Discussion of your current financial situation
  • Identification of short and long-term goals
  • Review of the documents you provide 

When

2 weeks after initial consultation

Meeting Duration

90 minutes

3

Financial Plan Delivery

What to Bring

Nothing

What to Expect

We will begin to review your financial plan, including:

  • Long-term projections
  • Short and long-term goal funding strategies
  • Asset allocation recommendations

When

3-4 weeks after goals & objectives

Meeting Duration

2 hours

4

Financial Plan Follow Up

What to Bring

Questions and follow-up items from Financial Plan Delivery

What to Expect

 We will review the remainder of your plan, including:

  • Questions you have from our prior meeting
  • Cash flow and taxes
  • Insurance
  • Estate Planning
  • Any other outstanding items 

When

2-3 weeks after financial plan delivery

Meeting Duration

2 hours

Most clients partner with us for more than a one-time review. When we provide ongoing financial planning and asset management, we typically meet with clients between one and three times each year, however, it is not uncommon for us to have more frequent meetings when life’s transitions occur (i.e. Retirement, death of a loved one, job change, etc.). Ongoing meetings serve as a time for us to discuss your current situation and make sure no changes are necessary to your long-term plan and investment strategy.

Ready to move forward? Schedule your free, initial consultation

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