Our relationship begins by getting to know each other.
A financial plan is never ‘one size fits all.’ Every client comes to us with different goals and challenges, so each plan we create is unique. We’ll take the time to get to know you and be a sounding board for your hopes and fears. It’s our hope that we’ll be working together for a long time, so our whole team prioritizes friendly service and approachability.
Onboarding:
We start with an introductory conversation so we can get to know each other. We’ll talk about what’s bringing you to see us today, whether it’s a job change or a new child on the way. You’ll get to know our history and process, and set the stage for beginning your plan. Get in touch to schedule a conversation.
Planning session:
Our next stage focuses entirely on you: learning about your financial circumstances, your hopes for what your money can do, and your comfort level with investing funds for those goals. We’ll guide you through our requests in a hands-on way so that we’re always on the same page.
Reviewing the plan together:
Once we’ve created the first version of your plan, we’ll sit down and walk through it in detail. Our final output is well-researched and data-driven, and it plans not just around the expected but for the unexpected as well.
Creating an approach that will help you achieve your plan:
When we look at the path your resources will take toward achieving your goals, we can identify strategies to help you get from goal to reality. From making new retirement contributions to fine-tuning investment allocations, we’ll provide a concrete path forward.
Getting you comfortable with our simple technology:
Our dedicated team takes over to bring you on board. We spearhead the process of opening, funding, and trading your accounts, and we’ll help you get set up with online access to view them 24/7.
Being here for you as your life and your plan evolve:
We’re only a phone call or email away, and we’ll meet with you annually to see what’s new and update projections. When life changes, that’s when you can depend on us most.
Here’s our process:
We practice transparency.
Nobody likes hidden costs, and neither do we. We are fee-only and independent. That means our fees are transparent and we are fiduciarily responsible to you alone.