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. This gives us both a chance to make sure we would be a good fit for each other.
Schedule your no-cost, no-obligation intro call with Robert. This 60 minute call allows you to get your questions answered and gives us a chance to learn more about you. This gives us both a chance to see if our expertise is a match for the kind of advice you’re looking for. The only decision you have to make after this call is “Does it make sense for Robert to do a complimentary retirement assessment?”
If we aren’t the right fit for you, we’ll happily connect you to other firms that could be a better fit for you.
If we both think we could be a good fit for each other, we’ll prepare an assessment for you. By combining what we learned about you in the intro meeting with further information we’ll ask you to provide, we’ll give you some insight in the areas of retirement, taxes and investments. While this is not a comprehensive financial plan, it should give you a good idea of the type of work we would do together.
In plain English, we’ll review your assessment with you and explain what you can do to optimize your retirement plan, lower your lifetime taxes and improve your investments. You only have one decision to make:
Should I implement this myself, hire a different advisor, or hire Robert?
There is never a hard-sell and you can take as much time as you need to make your decision.
Once you decide to hire us as your advisor, we start the comprehensive financial planning process and begin implementing improvements in areas like retirement, investments, taxes, insurance, estate planning and other applicable areas.
We believe financial planning is an ongoing process rather than an event. We will follow our ongoing service calendar so we can regularly review these areas and make changes as your life changes.