WHAT TO EXPECT
STEP 1
15 minute fit call. Just like it sounds. You and I need to determine if what you need is what I do. If it is, I will send you a checklist of items that you will need to get for me.
STEP 2
Our first office meeting. The purpose of this meeting is to get laser beam focused on what you and your family want to accomplish. Whether it is mitigating taxes, staying on track for retirement, or something else entirely, what is important to you is important to me. By the end of this meeting, we will mutually agree if there is a need to go to Step 3.
STEP 3
My team and I really go to work. We analyze the information you shared with us. We design a strategy based on what you said is most important to you and your family. We develop a tactical game plan to implement the strategy. That game plan is tailored specifically to you and your family. The result will be a first draft that I will share with you at Step 4.
STEP 4
Our second office meeting. Knowing something does not change anything. Doing something about it does. At this meeting, I will share with you my very best ideas that will help you pursue what is most important to you. This means action items, in plain English. I will take you through the tactical process of getting what you want. You will know if you want to work with me by the end of this meeting. If you do then we go to Step 5.
STEP 5
Go! This can happen at our second or third meeting. Now is the time to complete account paperwork, beneficiary designations, account transfers, and any other administration related work. This is the necessary paper pushing that gets you closer to getting what you want. Everyone on our team is available to answer questions or provide information that you need during this step in the process.
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Remember, this is a tailor-made process. Every family that works with us will have a different experience.