Our Onboarding Process
Welcome to our scheduling page. See below for the onboarding process for new clients.
Prospective clients: Please start by booking a free “Introduction Meeting.”
1. Introduction Meeting
30-min meeting to get to know each other, see if we are the right fit
2. Discovery Meeting
60-min to dig deep into your goals and dreams. Decide whether to hire us at the end of this meeting. Sign Client Agreement.
3. Onboarding Meeting
60-min meeting to get organized and collect relevant financial information
4. Retirement and Education Planning Meeting
60-min meeting to explore trade offs, what-if analysis with financial planning software
5. Investment Meeting
60-min meeting to review your investment strategy.
6. Insurance and Estate Planning Meeting
60-min meeting to review your insurance and estate planning needs.
7. Ongoing Financial Planning
Ongoing insurance, estate, retirement, and tax planning