ONBOARDING

PROCESS

The typical process of becoming a client is outlined in the below steps. This is is a guideline and may take more or less time depending on the individual(s) and their goals. We will move at your cadence. Note that steps 1-3 are no strings attached meetings to make sure our views are aligned, and we are both comfortable moving forward in an ongoing planning engagement. The full three-step process typically takes between 6-8 weeks, and is completed virtually.

​

STEP 1:

Introduction Call: this is an informal call between you and me to get to know each other. Why we started the conversation, your goals and values, what you are looking to achieve, etc. This is a great time to learn about each other and determine if it is a good fit for us to work together. This typically takes 30 minutes.

 

STEP 2:

Discovery Meeting: Once we decide that we want to continue the conversation, you provide me with your financials so I can put together a balance sheet and cash flow statement to understand your current financial picture. This is the time for you to communicate your goals on a deeper level than the previous meeting and what you want to accomplish with my services. This is also where I can do some analysis and give you an idea of how I can help to improve your plan and add value. This typically takes 60 minutes.

 

STEP 3:

Signing Meeting: This is the time for any additional questions or any other concerns prior to moving forward in an engagement. We review the contract together in the spirit of candor and being transparent about my fees, services and capabilities. We will also discuss what the first few months of the relationship look like and expectations on both ends. This typically takes 30 minutes.

 

SO YOU'RE A CLIENT,

WHAT NOW?

We'll start with an "Investment Policy Statement" - this is a document we will both have access to that will help you visualize what you want to accomplish and how you see your future. This covers everything from your spending, future asset purchases (e.g. homes, cars, boats), lifestyle expectations, etc. I will then have an understanding of what your long term goals are, as well as your current priorities. Once the priorities are addressed and completed, we will work through your full financial picture throughout the year. Within the first year, all planning topics will be addressed, and then we will continue to have annual reviews and check-ins throughout the relationship to make sure things are on track and to adjust as life happens.

​

​

​

​