Our PROFIT Process
Step #1:
Schedule a 30-minute discovery call
We start with a 30-minute discovery phone call to learn more about your financial goals and see if our team can help add value to you. It's a "get to know you" call where you also learn about our firm and how we help our clients.
Step #2:
Explore your financial picture
Similar to a doctor, we want to thoroughly learn about your financial situation to diagnose the best solutions before making recommendations.
During this step, we meet over Zoom or in person to dive deeper into your financial situation. More importantly, we learn about your "why" and gain a clear understanding of your retirement goals, risk tolerance, needs, and concerns. This step typically takes about 1 hour.
Step #3:
Review preliminary plan and assessment
In this meeting, we review your financial situation and provide an assessment along with our recommendations. We typically present a complimentary plan covering ways to lower taxes, legacy planning, retirement distribution strategies, and investment portfolio optimization. This meeting also lasts about 1 hour.
SLEEP ON IT
After this meeting, we ask you to Sleep on it! Take the time to digest the information we discussed and make an informed decision. We understand finances and investments can be overwhelming, but our objective is to simplify the complex. We will schedule a follow-up call or Zoom meeting to address any further questions and discuss the onboarding process.
Many of our clients have worked with us for over 20 years. We are not here to sell you anything or seek short-term relationships. Our goal is to build a long-term partnership with families looking for a trusted financial advisor to help navigate life's transitions.
