The Path to Becoming a Client

The G.U.I.D.E. Process

Our process is designed so you can evaluate our firm before ever committing a single dollar. If at any point you decide we aren’t the right fit for you, simply let us know and we’ll help point you in the right direction.

Our Financial Planning Process

Check out this video as Robert Lindstrom, CFP walks you through a sample plan, our collaborative process and shows you what you can expect as you become a client.


One Page Plan Meeting

The primary purpose of this meeting is to give you a chance to evaluate us before committing to anything. We’ll share our initial thoughts and observations on your finances, which also gives you an idea of the type of work we would do together. You should know after this meeting whether or not we are the right fit for you. There is no hard sell, we’ll simply ask if you want to become a client or if you want to think about it.
Becoming A Client
Becoming A Client


Get Organized

Once you decide to become a client, you’ll complete your profile in our planning software and start gathering documents. The focus of this meeting will be getting your financial life organized so we can begin to see what is possible regarding your goals. We’ll also begin reviewing some of the documents you have gathered.



We will collaboratively play “what-if” over and over until we arrive at your initial plan forward in terms of retirement and other goals. I will have reviewed your documents as well so we can use this time to clarify anything.

Becoming A Client
Becoming A Client



We continue our analysis behind the scenes. We’ll apply years of experience with years of education to create a custom commentary with specific recommendations after identifying blindspots, obstacles and opportunities you have while keeping your goals in mind.


Determine Direction

We’ll go over the commentary and our recommendations in this meeting, taking the time to be sure you understand everything.

Becoming A Client
Becoming A Client


Get Going and evolve

Now it is time to prioritize your action items and start implementing them. We can do some things for you, and will assist you in the areas we can’t do it for you.

As life goes on, your plan becomes out of date. That’s why we have a systematic process in place using a service calendar to stay on top of your finances and keep you on track with your goals, improve your investments and lower your taxes.

Learn more about Financial Planning and Investment Management.

While we hope for and expect a long-term relationship, we understand we may not always be the right fit for each other. That's why our contract lets you leave at any time with no cancellation fees.

Lower Your Taxes In Retirement

Taxes are one of your largest expenses in retirement. Learn various strategies that can reduce the amount you'll pay.


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