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What to Expect
Pre-appointment
Don’t worry about gathering all of your statements and financial information for our consultation. Our goal will be to establish a 30,000 foot view understanding of your situation, evaluate if we are a good fit to work together, and to discuss our approach to working with clients.
The only homework we will send you is a budget worksheet for you to complete and return prior to our meeting, so we can review it together.
During our Appointment
Expect our appointment to last about an hour to an hour and fifteen minutes long. The first half of our meeting will be focused on you. The second half will be focused on painting a clear picture of what it would look like should we work together.
Generally, we’ll be able to provide a specific quote for cost of services at the end of our meeting.
Post-appointment
We’ll follow up with a recap email along with the next steps to schedule your new client onboarding meeting if you choose to work with us.
We may conclude that it is not the right time to begin a formal working relationship together due to your current circumstances. In those cases, we’ll give you a few action items to work on and check back in with you about six months later to re-evaluate, or provide an introduction to another advisor whose practice may be a better fit.