It’s important to find a financial advisor who’s a good fit for you. And figuring that out starts with knowing who they serve.
Financial planning isn’t something you can just copy-and-paste. (At least, good advice isn’t.) It’s unique to your financial situation and goals. But that level of care takes time and attention. For that reason, we only take on a select number of clients at a time to work with through our Wealth by Design planning process.
Our 5-Step process below is designed to help us determine who's a good fit, so we can form the best long-term client relationships and provide top-notch advice.
This is an initial 15-minute meet-and-greet, where we chat about your needs and see if we’re a good fit. We’ll ask about your goals and discuss the type of planning you’re interested in. And we’ll answer any questions you have about us, too.
If everything checks out, and we’re both comfortable moving forward, we’ll schedule a discovery meeting to get to know you better and dive deeper into your current financial situation.
This meeting is a chance to get us up to speed. We’ll go over your current plan (if there’s one already in place), together, and discuss your goals in more detail. We can even talk about your concerns related to investing, taxes, retirement or financial advice in general.
The point is to get a clear picture of your situation and mindset, so we can determine the best course of action.
After our meeting, we’ll take the information you gave us and run a stress test. This will help us see how effectively your current financial plan can hold up over time.
We’ll also look at the effectiveness of your financial plan as a whole to see if you’re on track to meeting your financial goals or if changes need to be made.
At this point, we’ll circle back to share the results with you (both the good and the bad) in a second meeting. This discussion is designed to provide you with greater clarity about your finances and the plan you’re currently following.
We’ll also take some time to share our proposed approach to improving and managing your finances successfully. (Without all the jargon and financial mumbo-jumbo).
We encourage you to take a step back, review the results and think about it on your own. We’ll plan a follow-up call and assuming our firm can truly add value to your financial life, both you and our team will decide to work together.
We know that choosing a financial advisor takes time, and we don’t want you to rush your decision. So after our meeting, we’ll reach back out to see where you are in the deliberation process.
There’s absolutely no pressure, though. The call is simply a check-in and not a sales pitch.
No matter what you decide to do from here, there are no hard feelings. We want to make sure you have the best experience and support possible.
Should we both decide to work together, you’ll now officially become a client and we’ll schedule our first real advisor client meeting where we'll get you started with our Wealth by Design planning process.