Our Process
1
FIT CALL
Our first step is to have a 15 minute Fit Call. This will allow us an opportunity to learn about you, your priorities and what you are looking to accomplish. This helps ensure that we have a preliminary fit before committing your time or ours to a meeting.
2
DISCOVERY MEETING
If we feel our process is a good fit for your situation, we will move forward with an in person Discovery Meeting. It’s important to note that NO financial decisions will be made at this time. Instead, this will be an opportunity to introduce you to our process and show how it is designed to fully integrate your entire financial life.
3
48 HOUR PAUSE
Entering a new financial relationship is a big decision. You need to be confident that our process is the best fit for your situation and what you are looking to accomplish. For us, we need time to ensure that our methodology is an ideal fit for your goals and objectives. For these reasons, we have a 48 Hour Pause after our first meeting. This gives both parties time to evaluate and determine if there is a fit before we move forward.
4
PROCESS IMPLEMENTATION
If we agree there is a fit between your goals and our process, we will schedule our next meeting to begin moving forward with your personalized guide. We realize that we can not be all things to all people. If we feel there is not a fit, we will be happy to help get you moving in the right direction.