A journey of 1,000 miles begins with the first step.
Our first step is a complimentary consultation that provides an opportunity for us to get to know each other. We use a brief questionnaire to help form a better understanding of where you are now, and where you would like to go.
To get started, please download and complete the new client questionnaire, then return it to firstname.lastname@example.org prior to your complimentary meeting.
Click on the links below to download the questionnaire and schedule a 60-minute complimentary consultation.
Setting The Course
Using the feedback from our conversations, we'll create a financial roadmap, personalized just for you.
The first step is listening. We'll develop a deeper understanding of your future aspirations (retirement, college for the kids, maybe a cabin in the mountains). upcoming life events (big and small), current financial situation, and your comfort level with risk. Then we'll create a financial plan specifically for you. Think of it as your own financial owner's manual, a guide to support making well informed decisions that will keep you on track to achieving your goals.
Getting Behind the Wheel
Once we have agreed on where to go and how to get there, it's time to start the journey.
We'll make sure your roadmap is easy to understand, transparent in its intent and optimized to align with your future plans. We’ll utilize all the tools at our disposal, including:
- Budget planning/savings allocation
- Investment allocation
- Tax minimization strategies
- Retirement distribution analysis
- Insurance strategies
- Legacy planning/philanthropy
On the Road
We know that situations arise, our priorities change and life happens.
Open communication is essential. Let us know what's going on. When circumstances change, we'll change with you, making recommendations to keep you on the path towards your goals.
We will monitor the markets, government regulations, and tax laws to make sure you are current on recent changes. A constant review of the progress you have made on your journey makes it possible to fine-tune our strategies and tactics for improving performance. A series of regular maintenance visits along with process of refining and realigning helps move us forward on the road toward achieving your goals.
Ready to start the Journey? Let's Go!