1365 La Culebra Cir,
Interview - This is where we see if we're a good fit for you (and vice versa)
Why are we doing this: We want you to come forward. Clients that are an ideal fit will present themselves strikingly clear in this process.
If a prospective client is not a good fit, we will be upfront and honest with you. We invite you to do the same!
If you're a good fit, we will preface you on what’s next. We'll provide a preview of the next 90 days. We will discuss with you what we'll be teaching you and focusing on – not necessarily an order, rather pertinent to how the process flows.
Information Gathering and Organization: review account balances, spending, loans, tax returns, etc.
Important Recommendations: Spending adjustments, debt transfers and refinancing, changes to investments, setup of new accounts, applications for life insurance, etc.
Tools: Internal, software and websites (Riskalyze, eMoney, Pershing, etc.)
Forms: Intake, application, follow-up, etc.
Scripts: Instructions for contacting existing investment companies, insurance companies, credit card companies, etc.
In the follow-up appointment, we discuss analysis and recommendations. A follow-up schedule and calendar is set at this time for implementation and ongoing review.
Implementation may be simple but often times it can involve several action items spanning many months due to the number of accounts and financial institutions involved. Our goal is to provide clear and consistent communication throughout the process.
Once a plan has been agreed-upon and implemented, follow-up meetings with each clientcontinue on an ongoing basis, depending upon the client's preference. This is typically annually but sometimes can be monthly or quarterly as well.