I take a consultative approach that usually takes place over the course of two to three meetings that cover the following ‘steps’
Our first meeting is simply us getting to know each other. I’ll ask you a series of questions about your current situation and future financial goals – and you can ask me any questions you may have. In other words, no pressure! If we decide to move forward, I will request a series of documents that will be necessary for building your customized financial blueprint.
We’ll review your current financial blueprint and the goals you outlined in our discovery meeting. I will offer some recommendations based on the information you provided and explain our fee structure in detail so you have all the information you need to make your decision.
Once you have decided to partner with me, I will create your personalized plan, which I will present to you prior to implementing.
Becoming a client of ours marks the beginning of a long and collaborative relationship. We’ll touch base regularly so we can address – and anticipate – your needs as your goals and situation evolves.