INTRODUCTION / INTERVIEW:
This is usually a coffee visit to see if we are a good fit for each other. Nothing more, nothing less. We aren't the right advisor for everyone and we know that. All we want to do at this stage is learn about you and share our story. If we are a good fit, we will progress with the relationship; if not, we will help direct you to another individual(s) who may be right for you.
If we decide to work together, this stage is where we start to learn in-depth about you and your specific situation. We have conversations about your history, your current situation, and most importantly, what you have envisioned for yourself.
After we have received all the information, we take the time to sort through the notes and come up with a game plan for you. When we visit with you again, we walk you through the various suggestions, the details of each, and what we think would be the best decision for you.
With the game plan chosen, we take the necessary actions steps to implement your plan. This could mean changing investments, going through underwriting for insurance, or placing the proper beneficiaries on your accounts and policies. At this stage, if your situation dictates, you can expect to complete account opening documents and transfer forms.
After the solutions have been chosen and implemented, our relationship does not end. We believe in visiting with our clients multiple times per year. Our reasoning for this is your situation, needs, and wants can change unexpectedly and by visiting regularly, we are staying proactive rather than reactive with our recommendations to you.