Our Process
Every single time we work with a client, our services are tailored to your specific wants and needs. Your business isn't a cookie-cutter business, and neither is our service.
How It Works
While all of our advice and services are tailored to you, everyone we work with can expect the same level of professionalism and duty of care for you and your clients. Here's how it would look if you wanted to work with us:
Step 1:
We schedule a 30-minute intro call via Zoom to learn more about you and your business, as well as where you are in the process of adding financial planning & investment services. I'll have some questions and you'll have time to ask anything you want to know about us.
Step 2:
If you'd like to proceed, we'll schedule a deeper discussion (in-person or Zoom) about your current business model, your goals, and how we can help you.
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We can work with you to provide anything from a one-time consulting call all the way through a contract engagement where we walk alongside you every step of the way.
Step 3:
Once we've determined your goals, your timing requirements, and the scope of work we'll provide, we sign our agreements and get started!
Step 4:
We'll execute on our scope of work and help you to build the practice of your dreams!