What to Expect: Our Approach to Working With Clients
Our planning process is uniquely designed to allow clients the time and latitude to make comfortable, educated decisions about choosing us as their partner in financial success.
We have a very low-pressure, multi-step process:
- You interview us.
Not sure about meeting with a financial planner? Heard some bad things? We understand. You cannot be too careful in today’s world. That’s why our first meeting is all about you “kicking the tires” with us. As you learn about our firm, our values and what makes us different, we learn about you, your goals and your specific concerns.
- Fact Finding and Data Gathering
If we mutually agree that we are a good fit for your planning needs, we’ll schedule another appointment to gather information to perform a detailed analysis of your current situation. We don’t rush this step. We believe any great plan is based on truly understanding what’s important to our clients so our planning is as accurate as possible.
- Stress Testing and Strategy Development.
After we feel we thoroughly understand your situation, your goals and your objectives, we put your current strategy through a battery of planning tests to see where the strong and weak points reside. We can then develop a plan that better complements some of the areas that are already working.
- Review Plan and Implement Value Added Strategies.
After educating our clients about their present situation and making recommendations, we’ll begin to implement any necessary changes or additions to your plan.
- Systematic Plan Review and Monitoring.
This is by far the most important step in any relationship. Together, we meet throughout the year to adjust our client’s plan based on life and economic changes. Additionally, your customized online client portal will be set up and is integral in the careful monitoring of the planning we’ve executed.