Onboarding Process

Step 1 - Introductory Call

This is a short 15-minute call to introduce ourselves and answer any immediate questions you have. You can schedule your introductory call here.

Step 2 - Discovery Meeting via Zoom

We learn about where you are right now and where you want to go. Collect information such as current investment statements, insurance policies, tax returns, estate documents, and will discuss any strategies you have in place such as social security or long-term care.

Step 3 - Nerd Work

I take all this information and get to work reviewing it and putting together the pieces of the puzzle to create an actionable financial plan.

Step 4 - Plan Presentation via Zoom

We meet again to go over your new financial plan , address any concerns and make changes as needed. We’ll also answer any questions that you have that we did not cover in the previous meeting. Your actionable financial plan is yours to keep!

What happens after?

Well, if you find my expertise valuable you may decide to hire me as your financial advisor. If not, we part as friends. Easy as that.