How do we get started?
Introductory Call
During this initial call, I will get a chance to get to know you, your financial situation and goals, as well as answer any questions that you may have. If I think our services are a fit for you, and you want to learn more, we will move forward to a “Get to know you meeting”.
Get to know you meeting
Whether in person or virtually, this is where we dive into more detail. We will go into more detail about your goals and objectives, and I will give you a questionnaire to bring with you, as well as copies of your investment statements
Analysis
Based on the information covered in our prior meetings and the documentation provided, I will conduct my analysis of your current portfolio and financial plan and put together a document of where you are, where you are going, and how best to get there - along with any thoughts / comments regarding your current plan.
Plan Presentation
We will arrange another call or meeting to discuss the plan, portfolio comparison, and explain how we can help you. We will also discuss the scope of our services and what the fee schedule would look like at this time.
If you are ready to move forward, we would begin Account Opening right away.
Take some time
Not ready to move forward yet? Don’t worry about it! The decision about who to trust to help you reach your financial goals is not one that should be taken lightly - make sure you are feeling comfortable before moving forward. Some questions you may want to consider include:
Do I like and trust this person?
Does the services offered make sense for the fees charged?
Do the recommendations make sense to me?
Account Opening
We will get everything needed to get your accounts opened, plans moved over, and get your client portal access set up. From here we will begin implementing the recommendations made at the Plan Presentation, and start moving you towards your goals.
Ongoing follow up
Your financial plan isn’t a “set it and forget it” kind of thing. As you go through life, your needs will change, your job may change, and the market will certainly change - we will continue to meet and ensure the plan is still working for you, and check on your progress towards your goals.