A One-Page Financial Plan proving personal financial recommendations.
To help you evaluate the value of our services before you make any decision.
We do our best work for
(1) Diligent savers with $750,000 or more to invest
(2) High earners with income over $200,000 a year
We will show you exactly how we can help before you pay us a single dollar in fees.
You will finish with answers to the four biggest questions individuals have about their finances.
The first step is a 15-minute call to see if we’re the right fit to help you.
A 15-minute call with one of our advisors will give us an opportunity for us each to make sure we’re the right fit to help you. After all, you wouldn’t see a Neurosurgeon for a root canal! Schedule a prospective client introductory call with us.
If we are not the best fit for you, we will introduce to one of the many great advisors we know.
This 60-minute meeting (in-person or via Zoom) is designed to answer your question and for us to better understand your goals and financial situation.
Prior to this meeting, we will request a few pieces of financial data that can be sent in before or brought to the meeting. We will use this information to create your One-Page Financial Plan.
After this meeting, we will use the data provided along with our discussion as the framework for creating a One-Page Financial Plan that will answer 4 key questions:
During this 75-minute meeting we will review your One-Page Financial Plan along with our recommendations.
We will also use this time to outline or services so you can better understand how we work with clients on an ongoing basis.
At the end of this meeting we will ask you to sleep on it before making a decision about whether to work with our firm.
We are looking for long-term relationships with the individuals and families we work with. We are in no rush for you to make any decision. If you would like to meet once more, we are happy to do so.
Before working with us, we want you to answer “yes” to 3 questions:
We will follow up in one week to discuss how you would like to move forward. If you have decided that we are not the right fit for you, we will happily refer you to a few of the great financial advisors we know and trust.
In this 90-minute meeting, we will answer any questions that you have and begin the process of implementing the first steps of the plan, often including -
During the first year of engagement, we typically have four meetings to cover each of the core areas of financial planning:
(1) Diligent savers with $750,000 or more to invest (excluding real estate).
(2) High-earning professionals with income over $200,000.
(3) People who want to outsource their financial planning and investing to an expert so they can spend time doing the things they love.
You can sign up for our financial planning newsletter that covers a variety of subjects in a short and simple read.
If you just have a few questions, you can also call our office at 703-481-2280 or email us at firstname.lastname@example.org