What to Expect: Our Approach to Working With Clients
Our planning process is designed to allow clients the time and latitude to make comfortable, educated decisions about choosing us as their partner in their financial journey.
We have a very low-pressure, multi-step process:
INTRO CALL WITH YOUR PLANNER
The first step in our process is a short 20-minute call to learn more about each other. We think this step is critical. This is where we get a general idea of where you’re at today, and what’s on your mind. We’ll share a little about our process too, and this is where we decide if we’re a good fit.
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If we’ve both decided we’re a good fit after our intro call, this is our first in-office meeting. You will receive a simple checklist of what information to gather before this meeting. We’ll get a clearer picture of your current financial situation, and dig into the questions that brought you to us in the first place.
You’ll love this meeting. This is where we give you some ideas to consider and some observations about your current situation and your plans for the future. This is also where you’ll have the full picture of how we will work together. We can schedule the next visit to sign forms to get our work together started, or feel free to take your time and sleep on it and let us know when you’re ready.
So, if you’ve decided you want to work with us. What’s next?
A QUICK CALL WITH KARIANN
After you’ve decided you’re ready to get started, we’ll schedule a quick call with Kariann to review all the information that has been gathered in your meetings with us. This helps us get the paperwork prepared to get things off on the right foot.
During this meeting, we will cover all of the steps in order to open your accounts, transfer your assets and what to expect from your partnership with Mission Point Planning.
At this final on-boarding meeting we will cover what the future looks like for you. We will review any pending action items, as well as our investment philosophy including our bill or rights, your accounts, your online access, and how we conduct future review meetings.
BEGIN ONGOING PLANNING PROCESS
Finally, after completing the on-boarding process we’ll begin our regular review process, custom designed to your situations, needs and values.