Proudly Serving the San Francisco Bay Area and Beyond
We understand the importance of discovering if we’re the right fit for your needs. Through a process that has proven successful over many years, we look forward to getting to know you and your financial goals and concerns.
What You Can Expect
Our Process:
Step 1
Discovery Meeting
Imagine meeting an advisor who wants to get to know you. Wants to hear your stories; what matters to you; what you value; your hopes, your dreams. The advisor asks you to describe the life you want to live, the people in your life and how you want to spend your time.
Step 2
Life Centered Financial Plan Meeting
At this meeting, you receive a comprehensive life centered financial plan. You connect the information you shared (during the discovery meeting and in the documents you provided) to the steps on your path. You value the range of perspectives provided by the professional advisors who collaborated on your plan. You look forward to seeing how we’ll use it in the future to help you to live the life you want.
Step 3
Launch Meeting
You enjoy the peace of mind you gain from having a team committed to making it a little easier for you to live the life you want. At this meeting, you will review the steps we’ve taken and see the progress made on your plan. We also answer any questions you may have to help you feel financially secure and sustain your peace of mind.
Step 4
Regular Progress Meetings
We schedule 3 progress meetings during the year.
- February - April: Annual review/plan update.
- May - July: Risk management/estate planning.
- August - November: Tax planning.
These meetings provide an opportunity to review the documentation supporting your plan and to update it with new information. You can see the progress you are making. Some clients use the meeting as an opportunity to explore new ideas.
Not Quite Ready to Schedule?
Discover what we can do for you by filling out the form below to begin.