How We Do Things
Our services are comprehensive, including both financial planning and investment management on an ongoing basis. At this time, we limit one-time financial planning and hourly advice based on the services requested on a case-by-case basis. If you are looking for transactional-based services or a different type of engagement, a great next step is to visit plannersearch.org where you can find a CERTIFIED FINANCIAL PLANNERTM near you who's offering may better match your needs.
Here are the steps you can expect when you work with us:
Initial Phone Call
To start, you will have a phone conversation (use the Schedule a Call button below) with a member of our team where we’ll discuss your financial situation and what's going on in your life. This will help us determine how we can best serve you.
In-Person or Virtual Meeting
Next, we’ll invite you to the office or a web conference to review and talk more about your needs, goals and concerns. Before we visit, we’ll request that you provide any relevant financial documents and answers to any outstanding questions we had during our initial phone call. Once we have this information, we can begin our in-depth review.
Analysis & Evaluation
During our review, we will get prepared to provide answers to your questions such as is your retirement plan attainable and can your investment allocation be improved. We’ll take a look at both your past and current financial state to compile our recommendations and create a new strategy for your finances.
After we’ve completed our analysis, we’ll schedule a follow-up meeting where we’ll explain our findings and the rationale behind our recommendations so you have a clear understanding of how we can help you. Then, you’ll have a chance to review our action items and decide if you want to proceed with our services.
To begin implementing your plan, we’ll have you sign some paperwork. We prefer electronic signing when practical to make paperwork easy and painless as possible. Throughout this process, we will continuously monitor your progress towards reaching your goals and make any necessary adjustments as your life — as well as your family’s — evolves. When you're ready to start the process, schedule a call using the link below.
Not Quite Ready to Schedule a Call? That's Okay.
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