PARTNERSHIP DISCOVERY PROCESS
ADVICE STARTS HERE
Your Household Treasure Map
They say a picture is worth a thousand words. We agree. Each relationship starts by creating your personalized Asset Map.
An Asset Map is a visual depiction of your finances and related financial parties.
It helps serves as a guide to making good financial decisions now and in the future.
Who Knows What You Know?
See how our process helps you make better financial decisions.
Our complimentary Partnership Discovery Process
For anyone who might be a good fit for our firm or was referred to us by a current client or strategic partner, there is no cost or obligation for this process, as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.
Here are the exact steps of our Partnership Discovery Process:
Step 01
Initial Phone Meeting
Before committing your time or ours, this 20-minute phone call will allow us both to make sure your situation matches our expertise.
If we aren’t a good fit for each other, we will gladly introduce you to a firm better suited to your needs.
Step 02
Complete your financial profile
We’ll send you a private link to start building your financial profile. This will include gathering your taxes, investments, and other financial items.
Prefer to do this together? We’ll happily connect for an in-person or virtual meeting to get started.
Step 03
Our Analysis – Four Frames
We will apply our AI (advisor intelligence) to assess your household’s structural integrity by reviewing your financial profile through four frames: Legal, Investments, Insurance, and Tax.
Step 04
Collaboration Meeting
During this meeting, we will explain, in plain English, exactly how we will help you achieve your financial goals and protect your nest egg.
This is done in a collaborative setting where we share our ideas and listen for your feedback. Together we’ll create a plan that’s suited for you.
At the end of this meeting, we will ask if you would like to begin working with our firm or if you would like to think it over.
Step 05
Think it over
We are in no rush for you to make a decision. Before deciding whether we should work together, you will want to answer the following questions:
Step 06
Get started Meeting/Paperwork*
During this meeting, we will answer any questions you have and if you are ready, start the paperwork to begin our partnership.
*While we would love to work with you, if you decide it’s not a good fit, we will wish you all the best and every success. In other words, there is never a hard sell or pressure to say yes.