The Strategic Path Difference

Step 1: Your Complimentary Consultation

Our first meeting is dedicated to getting to know you and your needs:

• You’ll receive a list of documents and other helpful information you should bring to our first meeting.
• During this meeting, we’ll gain a solid understanding of your goals.
• Together, we’ll review and discuss your financial information.
• We’ll discuss the costs associated with working with us and let you decide if we’re a good fit.
• There is no charge for your consultation. After reviewing your financial situation, we will give you an estimate of the hours we will spend creating your personalized plan. We charge $150 per hour for our planning services.
• Within 24 hours after this meeting, you’ll receive a detailed summary of our conversation. Then you sleep on it and you decide if you’d like to move forward, with no pressure from us.

Step 2: Your Pre-Planning Meeting

Once you’ve decided you want to work together, we’ll schedule your pre-planning meeting. Prior to this session, we will have completed an in-depth analysis of your finances as we review your tax returns, investment statements, and other relevant documents.

The goal of your pre-planning meeting is to get answers to all the questions raised during our thorough review of your documents. We’ll also use this opportunity to collect any outstanding information or assess any changes that may have come up since your initial consultation.

Step 3: Your Planning Session

In this session, we’ll discuss our recommendations and you’ll leave with your personalized plan tailored to your specific situation and a one-page summary of your action steps. The information from our prior meetings, your valuable input, and the goals you shared with us all come together to help create your path to financial success.

Step 4: Your Follow-Up Meeting

During your six-month follow-up meeting, we’ll review your progress, challenges, and goals, and outline any action steps you should take. If changes are required, we’ll incorporate them into your financial plan.

We mutually determine the frequency of your ongoing meetings based on the complexity of your financial situation.

Some of the clients we work with ask us to create a financial plan that they can implement on their own, and some want us to help implement a plan for them. It is entirely up to you in terms of how you want to work with us going forward.