Step #1: Book a 15-Minute Introductory Phone Call
The 15-minute call gives us both a chance to make sure your situation matches our expertise. We will both answer your questions, and ask some questions of our own to get to know you and your situation, and determine if you are eligible for Step #2.
Step #2: 60-Minute Exploration & Visioneering Meeting
During these 60 Minutes, our goal is to focus on getting to know you, your goals, concerns and current situation. Most importantly, we want to understand your personal attributes, quirks, family, and dig into your ‘Why’. We can’t help you financially if we can’t establish your direction, and what is most important to you.
Step #3: The Financial Due Diligence Meeting
In between step 2 & 3, we send out a fact-finder and expect you to send us all documents (NoA, Mortgage, Insurance, Tax, Account Statements) digitally, so that we can be prepared to help you. The meeting is for reviewing your financial reality together, educating you on our investment philosophy, and coming up with an initial plan to move forward.
Step #4: Goal Analysis and Review Meeting
After step 2 & 3, we understand you better and can begin to take a hard look at your specific goals. This meeting is to help understand precisely what you need to do to achieve your financial goals, develop a retirement plan to lower taxes and optimize your investments.
With these steps, you are ready to be taken on the journey to wealth & greater freedom.