What to Expect from the Basic Review
The Basic Review is the starting point for new clients. It is a single interactive meeting which typically lasts 3 hours. We recommend clients bring their financial documents and prepared questions. We will talk about why you came, where you are in life and what you hope to accomplish in the future. After those steps, the direction is dependent on your questions and needs.
Basic Review meeting is over. Now what?
- Decide you're all set. Often clients' questions are completely answered. This type of client decides when they would like the next meeting. This may be in 3 months or in 3 years. These future meetings are typically billed at the current hourly rate. We should mention that we limit clients to three separate hourly engagements. We believe if clients require continuous advice, they are often a better fit for our On-Going Service options.
- Decide you need a more detailed analysis. Whether it be portfolio analysis or any planning topic, we are happy to continue the engagement by working on an hourly basis ($275 per hour).
- Decide you want a written report. These clients generally move to Full Financial Plan service. This is also a good option for those who would like a written outline of their financial picture as well as written guidance which some call a "road map" going forward to meet their goals.
- Sign up for our On-Going management. Clients who utilize our On-Going services value the access to our asset management and financial planning on a continuous basis to keep their financial goals on track.
What to Expect From the Full Financial Plan
If clients know they would like a detailed written "road map" and are better with multiple shorter meetings rather than one 3 hour meeting, the Full Financial Plan is a better fit. The result of this service is a physical document clients can follow and refer back to in order to implement the advice provided.