We are excited to work with you to build a financial plan!
This two-minute video will explain the systematic process we take clients through during our planning meetings.
New Client Process
In order for us to start the planning process, we will need some additional information. Please upload the following documents to our secure portal found here:
- Most recent Tax Returns (be sure to include the full tax return)
- Most recent W2
- Current Paystub
- Social Security statements
- Mortgage Statements
- Projected monthly expenses
- Employee benefit Summary (401k, Group life and disability insurance, Health savings account)
- 401k Investment Account Statements (current employer and past if applicable) pension
- All other investment account statements (IRA, Roth IRA, Brokerage account, Stock Options) be sure to include full statement with holdings
- Summaries of any personal life, disability or Long-term care insurance policies currently in force
In order for us to provide an analysis of your investments, it is important that we know your feelings regarding investment risk. Please complete the risk tolerance questionnaire found here:
Personalized Service and
As We Address Your Goals
Our onboarding approach takes into account what your needs are from the start. Beginning with our first meeting, and continuing throughout our relationship, you will find comfort in knowing what to expect in addition to peace of mind that accompanies a dynamic relationship.
Together, we will address your personal goals and lifestyle as we discuss what your financial picture currently looks like and what your vision consists of for your business in the foreseeable future. By making your plan relatable, we believe it becomes easier to digest and therefore implement into your current lifestyle.
Our Collaborative Process:
During our initial conversation, our goal is to determine what your needs are and how we can approach them. Our ability to help you articulate your specific situation is the foundation of our proven planning process. With this in mind, we’ll be able to determine whether we’re a good fit moving forward.
Through an assessment of your current financial situation, we’ll begin to develop a rough draft of your financial plan. We’ll take the time to educate and answer any questions you may have regarding the details of your specific circumstances and the steps involved to achieve your goals. We strive to offer perspective and understanding to empower you to attain your long-term aspirations.
At this time we’ll outline specific strategies for reaching your financial goals, based on your plan. We’ll address relevant topics and needs that are unique to your situation including, but not limited to: cash flow, budgeting, retirement plans, legacy and succession planning, etc. We will also run various scenarios and stress tests to visualize how your decisions today can impact your business in the future.
Ongoing Monitor & Review
Together, we will establish a meeting schedule to ensure that your plan remains on track. This component of the process may be the most important because the only constant in life is change. Ensuring that change is managed efficiently and regularly will increase your likelihood of maintaining a successful plan in the long run.
Not Sure Where to Start?
Clients often come to us with a number of questions and uncertainty regarding how or where to start....and that’s okay! Our job is to provide confidence in knowing that we’re here to guide you and help alleviate your concerns. Through a complimentary consultation, we’ll begin by addressing your immediate concerns and help you get on track.