Working together to create a one page plan is an excellent way for you to evaluate our services. It will give you a clear understanding of how we work and allow you to determine if you would benefit from working with our firm. With this plan we will strive to answer key retirement questions, such as:
There is no sales, cost, or obligation through this process. If, in the end, you see the value in working with our firm, great! If not, no problem. We will even recommend other trusted advisors that may be a better fit.
A quick 15-minute call will help you determine if our expertise would be a good fit for your needs. We will discuss our process and let you know what you can expect from us. We want to make sure we are the right guide for your journey.
Our first meeting (either virtual or in-person) will be about getting to know more about you, your financial situation, your needs, and your goals. Once we have a good feel for what you are looking to accomplish, we'll get to work behind the scenes.
During our second meeting, we will present our findings to you, along with a clear one page financial plan. This simple one page plan will:
Now it's time for you to think about what we have reviewed. We invite you to take your time to process what we presented in your one page plan. We are looking to help and be there with you for the long haul, so it is essential that you feel we are the right fit for you. Here are a few things to consider:
After you have a chance to think it over, we will reach out to see if you have any additional questions. If you have decided that you would like to move forward with our firm, we will set up a meeting to review and sign the necessary paperwork.
*While we would love to work with you, we understand that choosing a financial advisor that is right for you is a big decision. If you decide we are not a good fit, we wish you all the best and hope the information we provide in your plan will be useful.
We are looking forward to talking with you. Click the button below to schedule your first call.