1 |   Intro Call

The right advisor is out there for everyone but every advisor is not the right one for you. Like any relationship, it’s best to figure that out early. This call will be a chance for me to start to understand what and who is important to you, what your money looks and feels like to date, how you’d like it to look and feel going forward, and how I may be able to help. It will be a chance for us both to confirm a good fit. There is zero obligation to work together after an intro call and there is no cost to have one. These typically run anywhere from 30 - 60 minutes.

2 |   The Pre-Work

If everyone agrees we’d like to move forward, I’ll start to set the scene for our first full meeting. I’ll send along some resources to look through. Don’t worry, it’s not assigned homework at this point, just some reference points for you on what to expect us to discuss and what kinds of things I’ll be asking.

3 |   The Meet

This is where we start to dig in and define the problems we are looking to solve together and gather the information needed to do so. I’m going to get more personal in this one and be asking questions about your money - some that you may talk about on the regular, and hopefully some you’ve never thought about before. By the end of this meeting the goal is for me to have a clear understanding of your current situation and your priority financial goals and concerns, and for you to have a clear understanding of how I plan to help address them.

4 |   Data Gathering & Analysis

I’ll be asking you for any outstanding information needed to build a thorough plan and proposal. The more accurate the inputs are, naturally, the more accurate the output will be.

5 |   Plan & Proposal

Here’s the good stuff! This is when you’ll see your current financial scenario in detail, projections of what it may look like into the future along with my preliminary recommendations to align it with your priorities. If it needs tweaks, we will do that here. 

6 |   Implementation

Go time! If at this stage, it feels like I’ve understood your priorities and shown you the value in working with me, then we finalize and start implementing your plan right away. I’ll make specific investment recommendations with a transparent line of sight to the cost of those investments and we will open your accounts. I will provide you with a written copy of your plan with all action items detailed, however you are not going to need to remember and figure them out on your own; You’ve got me alongside you every step of the way. We will set our communication schedule going forward and get to building your ENOUGH!