1. Introductory "FIT" Meeting
In-person, phone or video meeting; time to for us to learn about each other. We will identify your goals, values, dreams, special concerns or challenges
2. "FIT" Decision
There are NO decisions made during the first meeting for a reason; we want you to think about our process and if it's the right "Fit" for you and your family.
3. Discovery Meeting
In-depth conversation to understand your current circumstances. We will review current statements and discuss risk tolerance, time horizon, liquidity needs. We will also begin the eMoney Plan Process.
4. Recommendation Meeting
Review your proposed investment strategy and initial eMoney and Financial Strategy Action Plan. Upon agreement, open new accounts and transfer in assets. Finally, implement investment strategy
5. New Client Welcome
Our wonderful support staff will help review first statements. They will also confirm individual account instructions and communication preferences. Finally, we will address any additional questions.
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