The Path to Becoming a Client
The G.U.I.D.E. Process
Our Financial Planning Process
Check out this video to learn about our 3-step process to becoming a client including how we use state-of-the-art financial planning software to collaboratively build a financial plan that’s personalized to your unique financial situation.
One Page Plan Meeting
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.
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.
We’ll go over the commentary and our recommendations in this meeting, taking the time to be sure you understand everything.
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As life goes on, your plan becomes out of date.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.
Our price is between 0.7-1% of the assets we manage for you, with a minimum annual fee of $3,600. There is a one-time onboarding cost of between $600-$1,050 for the comprehensive plan, depending on complexity.