What To Expect
YOUR EXPERIENCE BEGINS with a Financial Freedom Tree conversation, our proprietary process that guides us in clarifying your financial goals and your current financial picture. This meeting is all about you—we listen carefully, as no goal is too big or too small. Every person we meet with is given time and respect, as this initial meeting serves as the roots of our future relationship.
IF WE ARE THE RIGHT FIT FOR EACH OTHER, you’ll come in for an Initial Strategy Meeting, where we will begin the first steps toward your comprehensive financial plan. We’ll address all aspects of your financial situation, including investment strategy, risk management, and cash flow management. You’ll also receive written action steps that will have an immediate impact and will set the stage for our future monthly calls.
OUR PIVOTAL VALUE COACHING CALLS follow next. Experience has taught us that your financial plan requires discipline and nurturing, more than an annual review meeting can provide. As an integral part of your financial plan, you’ll participate in a personal monthly call from your advisor to discuss your progress towards your goals as well as any financial concerns you may have at that time.
**We offer PV Coaching Only for those who are not quite ready for a comprehensive financial plan, but could benefit from the knowledge, experience, and consistency of a relationship with a financial advisor. Read more about PV Coaching.
EVERY QUARTER you’ll receive customized statements from us, summarizing how each of your accounts have performed, as well as a friendly Manager’s Message from your advisor.
ONCE A YEAR we will meet for a top down review of your financial plan, revisiting each area to ensure that we are up-to-date with any changes in your life. Our review will be held in person or on the phone, depending on what’s most appropriate for you.