Let’s sit down over a cup of coffee and talk.
There is no charge for this process--we are willing to spend the time to know you better, see if we are a good fit for each other, and that we can add massive value to your financial situation before you become an actual client.
Step 1 - Initial Phone Call
This 15 - 20-minute call provides an opportunity to make sure your situation matches our expertise.
After all, you wouldn’t see a Podiatrist if you needed heart surgery.
Step 2 - Discovery Meeting
Prescription without evaluation and diagnosis is malpractice.
The goal of this meeting is to get perfectly clear on your goals, values, concerns, and unique financial situation. Our goal is for effective communication where we talk less, ask more through open and curious inquiry, and actively listen.
Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain-English answers to four critical questions in our next meeting usually about two weeks later.
Step 3 - Strategic Blueprint Meeting
This is where the proverbial rubber meets the road.
During this meeting, we review our findings and recommendations that are specific to you. We will explain, very clearly, exactly what you should consider in order to achieve the financial goals that are unique and important to you, including the answers to the four questions we worked on during our analysis.
- Can you afford to retire?
- Are you overpaying your taxes?
- Can your portfolio be improved?
- Can you eliminate, or at least reduce, threats to your retirement?
We provide a non-threatening and non-judgmental opportunity to voice questions about your financial situation.
At the end of this meeting, and if it makes mutual sense, we will ask if you would like to become part of our client community. We will clearly explain our fees and the next steps.
